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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 | $36,182 | $81,233-55.5% | $155,567-76.7% | $80,874-55.3% |
| Participation rate | 22.2% | 66.2%-44.0pp | 78.2%-56.0pp | 67.6%-45.4pp |
| Annual return | 11.62% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $164 | $3,452-95.2% | $5,628-97.1% | $4,297-96.2% |
| Admin fee / account holder | $4,757 | $7,998-40.5% | $15,916-70.1% | $6,935-31.4% |