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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 | $36,187 | $77,920-53.6% | $149,723-75.8% | $75,177-51.9% |
| Participation rate | 13.6% | 65.6%-52.0pp | 78.8%-65.2pp | 67.2%-53.6pp |
| Annual return | 14.61% | 31.72%-17.1pp | 134.50%-119.9pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $587 | $3,411-82.8% | $5,682-89.7% | $4,126-85.8% |
| Admin fee / account holder | $2,595 | $5,951-56.4% | $13,215-80.4% | $5,651-54.1% |