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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 | $28,576 | $91,167-68.7% | $178,498-84.0% | $79,858-64.2% |
| Participation rate | 5.5% | 69.2%-63.7pp | 81.9%-76.4pp | 69.6%-64.2pp |
| Annual return | 14.40% | 24.19%-9.8pp | 151.09%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $75 | $3,236-97.7% | $5,202-98.6% | $3,740-98.0% |
| Admin fee / account holder | $2,862 | $6,747-57.6% | $13,985-79.5% | $5,306-46.1% |