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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 | $61,727 | $81,208-24.0% | $98,920-37.6% | $79,856-22.7% |
| Participation rate | 42.9% | 72.5%-29.6pp | 76.0%-33.2pp | 69.6%-26.8pp |
| Annual return | 23.29% | 60.99%-37.7pp | 196.47%-173.2pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $364 | $3,265-88.8% | $4,245-91.4% | $3,741-90.3% |
| Admin fee / account holder | $3,453 | $6,013-42.6% | $6,643-48.0% | $5,306-34.9% |