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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 | $44,123 | $88,360-50.1% | $145,433-69.7% | $67,986-35.1% |
| Participation rate | 18.9% | 65.5%-46.6pp | 82.1%-63.2pp | 57.2%-38.3pp |
| Annual return | 16.68% | 63.15%-46.5pp | 66.58%-49.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $734 | $5,932-87.6% | $7,897-90.7% | $3,358-78.2% |
| Admin fee / account holder | $6,297 | $3,313+90.0% | $13,129-52.0% | $3,203+96.6% |