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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 | $40,769 | $91,179-55.3% | $178,499-77.2% | $79,852-48.9% |
| Participation rate | 34.4% | 69.2%-34.8pp | 81.9%-47.5pp | 69.6%-35.2pp |
| Annual return | 19.43% | 24.19%-4.8pp | 151.10%-131.7pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $885 | $3,236-72.7% | $5,202-83.0% | $3,740-76.4% |
| Admin fee / account holder | $2,053 | $6,749-69.6% | $13,986-85.3% | $5,306-61.3% |