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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 | $34,626 | $46,464-25.5% | $150,298-77.0% | $79,634-56.5% |
| Participation rate | 15.6% | 57.0%-41.3pp | 77.8%-62.1pp | 62.5%-46.9pp |
| Annual return | 15.56% | 27.89%-12.3pp | 62.79%-47.2pp | 36.46%-20.9pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $396 | $2,157-81.6% | $5,453-92.7% | $3,835-89.7% |
| Admin fee / account holder | $5,839 | $891+555.6% | $14,116-58.6% | $1,002+482.8% |