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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 | $44,054 | $89,370-50.7% | $141,197-68.8% | $72,976-39.6% |
| Participation rate | 44.4% | 75.1%-30.7pp | 82.5%-38.0pp | 69.5%-25.0pp |
| Annual return | 24.48% | 111.88%-87.4pp | 71.41%-46.9pp | 81.02%-56.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $412 | $5,419-92.4% | $6,710-93.9% | $3,608-88.6% |
| Admin fee / account holder | $2,908 | $5,957-51.2% | $10,265-71.7% | $5,124-43.3% |