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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 | $24,101 | $88,672-72.8% | $105,223-77.1% | $82,448-70.8% |
| Participation rate | 31.3% | 67.9%-36.7pp | 75.0%-43.8pp | 68.1%-36.8pp |
| Annual return | 14.90% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $910 | $4,036-77.5% | $5,072-82.1% | $4,139-78.0% |
| Admin fee / account holder | $3,073 | $7,146-57.0% | $8,859-65.3% | $7,234-57.5% |