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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 | $53,310 | $48,364+10.2% | $71,796-25.7% | $62,881-15.2% |
| Participation rate | 29.3% | 60.6%-31.4pp | 69.1%-39.8pp | 69.3%-40.0pp |
| Annual return | 7.75% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $733 | $2,091-65.0% | $2,794-73.8% | $3,203-77.1% |
| Admin fee / account holder | $10,079 | $3,771+167.3% | $4,815+109.3% | $4,296+134.6% |