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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 | $22,975 | $81,331-71.8% | $155,534-85.2% | $80,935-71.6% |
| Participation rate | 32.9% | 66.3%-33.3pp | 78.2%-45.3pp | 67.7%-34.7pp |
| Annual return | 13.54% | 33.37%-19.8pp | 64.92%-51.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $789 | $3,454-77.2% | $5,630-86.0% | $4,299-81.7% |
| Admin fee / account holder | $7,638 | $7,999-4.5% | $15,900-52.0% | $6,924+10.3% |