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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 | $42,598 | $81,358-47.6% | $155,556-72.6% | $80,959-47.4% |
| Participation rate | 11.9% | 66.3%-54.4pp | 78.2%-66.4pp | 67.7%-55.8pp |
| Annual return | 12.32% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $245 | $3,455-92.9% | $5,631-95.7% | $4,300-94.3% |
| Admin fee / account holder | $3,232 | $7,994-59.6% | $15,885-79.7% | $6,925-53.3% |