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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 | $39,855 | $84,236-52.7% | $170,435-76.6% | $70,126-43.2% |
| Participation rate | 15.5% | 70.8%-55.3pp | 83.6%-68.1pp | 69.5%-54.0pp |
| Annual return | 16.89% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $668 | $3,086-78.4% | $4,939-86.5% | $3,332-80.0% |
| Admin fee / account holder | $2,352 | $5,698-58.7% | $13,881-83.1% | $4,645-49.4% |