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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 | $33,791 | $77,358-56.3% | $102,184-66.9% | $87,485-61.4% |
| Participation rate | 18.9% | 78.7%-59.8pp | 82.6%-63.7pp | 68.9%-50.0pp |
| Annual return | 14.33% | 41.11%-26.8pp | 31.58%-17.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $904 | $6,753-86.6% | $8,309-89.1% | $4,274-78.9% |
| Admin fee / account holder | $36,606 | $6,809+437.6% | $11,609+215.3% | $7,775+370.8% |