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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 | $32,914 | $52,353-37.1% | $120,225-72.6% | $82,448-60.1% |
| Participation rate | 26.1% | 58.3%-32.2pp | 69.6%-43.4pp | 68.1%-41.9pp |
| Annual return | 16.26% | 61.85%-45.6pp | 439.23%-423.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $603 | $2,627-77.0% | $3,999-84.9% | $4,139-85.4% |
| Admin fee / account holder | $3,219 | $4,363-26.2% | $5,696-43.5% | $7,234-55.5% |