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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 | $43,222 | $104,251-58.5% | $91,004-52.5% | $147,586-70.7% |
| Participation rate | 42.1% | 78.2%-36.1pp | 75.6%-33.5pp | 82.8%-40.7pp |
| Annual return | 12.62% | 27.06%-14.4pp | 4.60%+8.0pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,101 | $4,195-73.8% | $3,548-69.0% | $5,439-79.8% |
| Admin fee / account holder | $10,526 | $8,948+17.6% | $5,417+94.3% | $10,886-3.3% |