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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 | $39,217 | $73,978-47.0% | $96,515-59.4% | $75,173-47.8% |
| Participation rate | 51.4% | 66.4%-15.0pp | 74.3%-22.9pp | 67.2%-15.8pp |
| Annual return | 14.70% | 26.72%-12.0pp | 35.73%-21.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $3,911 | $2,931+33.4% | $3,740+4.6% | $2,671+46.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,628 | $5,219-49.6% | $6,735-61.0% | $5,651-53.5% |