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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 | $32,062 | $63,861-49.8% | $104,625-69.4% | $79,852-59.8% |
| Participation rate | 48.7% | 64.9%-16.2pp | 74.1%-25.4pp | 69.6%-20.9pp |
| Annual return | 12.16% | 21.30%-9.1pp | 340.60%-328.4pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $700 | $2,693-74.0% | $3,738-81.3% | $3,740-81.3% |
| Admin fee / account holder | $7,591 | $4,185+81.4% | $6,465+17.4% | $5,306+43.1% |