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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 | $38,421 | $91,179-57.9% | $178,499-78.5% | $79,852-51.9% |
| Participation rate | 1.9% | 69.2%-67.3pp | 81.9%-80.0pp | 69.6%-67.7pp |
| Annual return | 12.06% | 24.19%-12.1pp | 151.10%-139.0pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $90 | $3,236-97.2% | $5,202-98.3% | $3,740-97.6% |
| Admin fee / account holder | $2,390 | $6,749-64.6% | $13,986-82.9% | $5,306-55.0% |