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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 | $33,635 | $65,395-48.6% | $182,531-81.6% | $72,983-53.9% |
| Participation rate | 20.5% | 65.4%-45.0pp | 78.0%-57.5pp | 69.5%-49.0pp |
| Annual return | 20.04% | 27.68%-7.6pp | 148.57%-128.5pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $524 | $3,563-85.3% | $5,525-90.5% | $3,608-85.5% |
| Admin fee / account holder | $12,228 | $4,245+188.1% | $8,593+42.3% | $5,124+138.6% |