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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 | $41,795 | $81,276-48.6% | $155,574-73.1% | $80,925-48.4% |
| Participation rate | 38.9% | 66.2%-27.4pp | 78.2%-39.3pp | 67.7%-28.8pp |
| Annual return | 13.42% | 33.36%-19.9pp | 64.87%-51.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $793 | $3,453-77.0% | $5,629-85.9% | $4,299-81.6% |
| Admin fee / account holder | $944 | $7,993-88.2% | $15,914-94.1% | $6,940-86.4% |