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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 | $69,558 | $81,331-14.5% | $155,534-55.3% | $80,935-14.1% |
| Participation rate | 16.7% | 66.3%-49.6pp | 78.2%-61.6pp | 67.7%-51.0pp |
| Annual return | 11.10% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $34 | $3,454-99.0% | $5,630-99.4% | $4,299-99.2% |
| Admin fee / account holder | $37,599 | $7,999+370.0% | $15,900+136.5% | $6,924+443.0% |