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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 | $30,640 | $77,638-60.5% | $156,551-80.4% | $62,881-51.3% |
| Participation rate | 11.5% | 71.2%-59.7pp | 84.0%-72.5pp | 69.3%-57.8pp |
| Annual return | 7.10% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $548 | $3,046-82.0% | $4,871-88.8% | $3,203-82.9% |
| Admin fee / account holder | $21,682 | $5,561+289.9% | $13,028+66.4% | $4,296+404.7% |