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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 | $29,657 | $81,208-63.5% | $98,920-70.0% | $79,856-62.9% |
| Participation rate | 30.2% | 72.5%-42.3pp | 76.0%-45.8pp | 69.6%-39.4pp |
| Annual return | 10.81% | 60.99%-50.2pp | 196.47%-185.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $501 | $3,265-84.7% | $4,245-88.2% | $3,741-86.6% |
| Admin fee / account holder | $7,432 | $6,013+23.6% | $6,643+11.9% | $5,306+40.1% |