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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 | $40,057 | $58,828-31.9% | $78,002-48.6% | $62,881-36.3% |
| Participation rate | 31.6% | 71.1%-39.5pp | 75.5%-43.9pp | 69.3%-37.7pp |
| Annual return | 5.96% | 17.16%-11.2pp | 425.99%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,036 | $2,686-61.4% | $3,497-70.4% | $3,203-67.7% |
| Admin fee / account holder | $10,747 | $4,393+144.6% | $5,481+96.1% | $4,296+150.2% |