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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 | $36,746 | $79,169-53.6% | $100,415-63.4% | $74,478-50.7% |
| Participation rate | 47.2% | 79.4%-32.2pp | 81.5%-34.3pp | 67.2%-20.0pp |
| Annual return | 17.07% | 20.51%-3.4pp | 49.47%-32.4pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,481 | $7,751-55.1% | $8,091-57.0% | $4,350-20.0% |
| Admin fee / account holder | $4,354 | $1,337+225.6% | $7,906-44.9% | $1,946+123.8% |