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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 | $31,944 | $77,638-58.9% | $156,551-79.6% | $62,881-49.2% |
| Participation rate | 14.1% | 71.2%-57.1pp | 84.0%-69.9pp | 69.3%-55.2pp |
| Annual return | 6.60% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $454 | $3,046-85.1% | $4,871-90.7% | $3,203-85.8% |
| Admin fee / account holder | $334 | $5,561-94.0% | $13,028-97.4% | $4,296-92.2% |