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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 | $55,986 | $105,623-47.0% | $87,502-36.0% | $273,972-79.6% |
| Participation rate | 23.1% | 78.2%-55.1pp | 73.8%-50.8pp | 83.0%-59.9pp |
| Annual return | 3.58% | 12.26%-8.7pp | 12.21%-8.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $224 | $3,601-93.8% | $3,149-92.9% | $5,287-95.8% |
| Admin fee / account holder | $35,337 | $4,781+639.2% | $4,221+737.3% | $10,133+248.7% |