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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,781 | $98,766-64.8% | $149,730-76.8% | $79,852-56.4% |
| Participation rate | 9.1% | 75.8%-66.7pp | 82.5%-73.4pp | 69.6%-60.5pp |
| Annual return | 18.57% | 27.43%-8.9pp | 276.70%-258.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $668 | $5,681-88.2% | $6,843-90.2% | $3,740-82.2% |
| Admin fee / account holder | $12,718 | $6,052+110.1% | $9,310+36.6% | $5,306+139.7% |