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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 | $41,463 | $77,638-46.6% | $156,551-73.5% | $62,881-34.1% |
| Participation rate | 20.0% | 71.2%-51.2pp | 84.0%-64.0pp | 69.3%-49.3pp |
| Annual return | 11.30% | 50.33%-39.0pp | 32.23%-20.9pp | 20.14%-8.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $364 | $3,046-88.0% | $4,871-92.5% | $3,203-88.6% |
| Admin fee / account holder | $1,732 | $5,561-68.9% | $13,028-86.7% | $4,296-59.7% |