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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 | $38,362 | $80,138-52.1% | $130,231-70.5% | $71,511-46.4% |
| Participation rate | 18.5% | 71.0%-52.5pp | 76.3%-57.8pp | 67.9%-49.4pp |
| Annual return | 14.01% | 16.81%-2.8pp | 38.86%-24.9pp | 28.86%-14.8pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $611 | $4,641-86.8% | $6,799-91.0% | $4,291-85.8% |
| Admin fee / account holder | $5,013 | $1,035+384.5% | $6,020-16.7% | $1,588+215.6% |