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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 | $21,034 | $81,358-74.1% | $155,556-86.5% | $80,959-74.0% |
| Participation rate | 37.3% | 66.3%-29.0pp | 78.2%-41.0pp | 67.7%-30.4pp |
| Annual return | 15.13% | 33.39%-18.3pp | 64.84%-49.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $755 | $3,455-78.1% | $5,631-86.6% | $4,300-82.4% |
| Admin fee / account holder | $24,339 | $7,994+204.5% | $15,885+53.2% | $6,925+251.4% |