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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 | $41,121 | $86,050-52.2% | $189,758-78.3% | $94,015-56.3% |
| Participation rate | 29.8% | 68.9%-39.1pp | 79.8%-50.0pp | 70.8%-41.0pp |
| Annual return | 11.32% | 17.77%-6.4pp | 52.62%-41.3pp | 17.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $445 | $3,349-86.7% | $5,856-92.4% | $4,249-89.5% |
| Admin fee / account holder | $12,932 | $6,627+95.1% | $20,388-36.6% | $8,951+44.5% |