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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 | $32,471 | $116,190-72.1% | $93,614-65.3% | $152,885-78.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 18.76% | 35.96%-17.2pp | 32.76%-14.0pp | 345.39%-326.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $492 | $4,604-89.3% | $4,069-87.9% | $5,851-91.6% |
| Admin fee / account holder | $15,419 | $10,749+43.4% | $7,889+95.4% | $11,598+32.9% |