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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 | $75,058-41.2% | $152,301-71.0% | $64,340-31.4% |
| Participation rate | 18.9% | 60.9%-42.0pp | 82.4%-63.6pp | 55.2%-36.3pp |
| Annual return | 16.68% | 29.93%-13.3pp | 80.50%-63.8pp | 24.14%-7.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $734 | $5,041-85.4% | $8,004-90.8% | $2,980-75.4% |
| Admin fee / account holder | $6,297 | $4,050+55.5% | $14,398-56.3% | $3,703+70.1% |