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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 | $34,529 | $84,236-59.0% | $170,435-79.7% | $70,126-50.8% |
| Participation rate | 18.2% | 70.8%-52.6pp | 83.6%-65.4pp | 69.5%-51.4pp |
| Annual return | 15.22% | 23.06%-7.8pp | 205.94%-190.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $141 | $3,086-95.4% | $4,939-97.1% | $3,332-95.8% |
| Admin fee / account holder | $883 | $5,698-84.5% | $13,881-93.6% | $4,645-81.0% |