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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 | $52,140 | $78,027-33.2% | $178,528-70.8% | $80,925-35.6% |
| Participation rate | 15.2% | 65.7%-50.5pp | 77.1%-61.9pp | 67.7%-52.4pp |
| Annual return | 15.94% | 18.09%-2.2pp | 27.11%-11.2pp | 35.65%-19.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $528 | $4,408-88.0% | $6,278-91.6% | $4,299-87.7% |
| Admin fee / account holder | $32,839 | $7,168+358.2% | $10,419+215.2% | $6,940+373.2% |