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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 | $18,355 | $77,638-76.4% | $156,551-88.3% | $62,881-70.8% |
| Participation rate | 39.6% | 71.2%-31.6pp | 84.0%-44.5pp | 69.3%-29.7pp |
| Annual return | 4.85% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $529 | $3,046-82.6% | $4,871-89.1% | $3,203-83.5% |
| Admin fee / account holder | $1,128 | $5,561-79.7% | $13,028-91.3% | $4,296-73.7% |