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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 | $44,808 | $91,179-50.9% | $178,499-74.9% | $79,852-43.9% |
| Participation rate | 26.3% | 69.2%-42.9pp | 81.9%-55.6pp | 69.6%-43.3pp |
| Annual return | 11.87% | 24.19%-12.3pp | 151.10%-139.2pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $292 | $3,236-91.0% | $5,202-94.4% | $3,740-92.2% |
| Admin fee / account holder | $2,552 | $6,749-62.2% | $13,986-81.8% | $5,306-51.9% |