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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 | $32,410 | $106,524-69.6% | $152,301-78.7% | $87,485-63.0% |
| Participation rate | 8.0% | 75.8%-67.8pp | 82.4%-74.4pp | 68.9%-60.9pp |
| Annual return | 17.71% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $242 | $6,525-96.3% | $8,004-97.0% | $4,274-94.3% |
| Admin fee / account holder | $21,153 | $8,287+155.3% | $14,398+46.9% | $7,775+172.1% |