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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 | $36,904-6.2% | $158,223-78.1% | $65,191-46.9% |
| Participation rate | 15.6% | 62.1%-46.5pp | 79.2%-63.6pp | 63.0%-47.4pp |
| Annual return | 15.56% | 24.43%-8.9pp | 52.09%-36.5pp | 51.24%-35.7pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $396 | $1,936-79.5% | $5,467-92.8% | $2,671-85.2% |
| Admin fee / account holder | $5,839 | $793+636.4% | $16,047-63.6% | $907+543.8% |