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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 | $81,331-48.8% | $155,534-73.2% | $80,935-48.6% |
| Participation rate | 19.8% | 66.3%-46.5pp | 78.2%-58.4pp | 67.7%-47.9pp |
| Annual return | 11.31% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $544 | $3,454-84.3% | $5,630-90.3% | $4,299-87.4% |
| Admin fee / account holder | $7,131 | $7,999-10.9% | $15,900-55.2% | $6,924+3.0% |