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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 | $37,518 | $106,749-64.9% | $145,433-74.2% | $82,448-54.5% |
| Participation rate | 21.9% | 75.6%-53.8pp | 82.1%-60.2pp | 68.1%-46.2pp |
| Annual return | 14.90% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,278 | $6,519-65.1% | $7,897-71.2% | $4,139-45.0% |
| Admin fee / account holder | $52,763 | $8,390+528.9% | $13,129+301.9% | $7,234+629.3% |