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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 | $49,913 | $84,236-40.7% | $170,439-70.7% | $70,124-28.8% |
| Participation rate | 5.3% | 70.8%-65.5pp | 83.6%-78.3pp | 69.5%-64.2pp |
| Annual return | 19.41% | 23.06%-3.6pp | 205.94%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $142 | $3,086-95.4% | $4,939-97.1% | $3,332-95.7% |
| Admin fee / account holder | $10,383 | $5,698+82.2% | $13,881-25.2% | $4,645+123.5% |