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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 | $41,639 | $81,262-48.8% | $155,602-73.2% | $80,911-48.5% |
| Participation rate | 19.8% | 66.2%-46.5pp | 78.2%-58.4pp | 67.6%-47.9pp |
| Annual return | 11.31% | 33.34%-22.0pp | 64.81%-53.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $544 | $3,451-84.2% | $5,629-90.3% | $4,297-87.3% |
| Admin fee / account holder | $7,131 | $7,992-10.8% | $15,923-55.2% | $6,935+2.8% |