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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 | $106,524-64.8% | $152,301-75.4% | $87,485-57.1% |
| Participation rate | 21.9% | 75.8%-53.9pp | 82.4%-60.6pp | 68.9%-47.1pp |
| Annual return | 14.90% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,278 | $6,525-65.1% | $8,004-71.5% | $4,274-46.7% |
| Admin fee / account holder | $52,763 | $8,287+536.7% | $14,398+266.5% | $7,775+578.6% |