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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 | $38,666 | $91,439-57.7% | $135,974-71.6% | $71,511-45.9% |
| Participation rate | 18.2% | 75.7%-57.4pp | 81.9%-63.7pp | 67.9%-49.7pp |
| Annual return | 21.94% | 29.90%-8.0pp | 68.30%-46.4pp | 28.86%-6.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $667 | $7,093-90.6% | $7,760-91.4% | $4,291-84.5% |
| Admin fee / account holder | $733 | $1,267-42.2% | $10,767-93.2% | $1,588-53.9% |