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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 | $33,560 | $90,170-62.8% | $150,734-77.7% | $69,733-51.9% |
| Participation rate | 7.1% | 60.2%-53.1pp | 78.4%-71.4pp | 62.5%-55.4pp |
| Annual return | 12.08% | 16.56%-4.5pp | 600.81%-588.7pp | 15.22%-3.1pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $278 | $3,086-91.0% | $5,610-95.0% | $3,054-90.9% |
| Admin fee / account holder | $15,718 | $4,600+241.7% | $14,905+5.5% | $3,102+406.7% |