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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 | $44,183 | $82,979-46.8% | $102,412-56.9% | $77,736-43.2% |
| Participation rate | 26.3% | 71.5%-45.3pp | 74.5%-48.2pp | 70.6%-44.3pp |
| Annual return | 28.56% | 19.11%+9.5pp | 24.94%+3.6pp | 31.26%-2.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $377 | $4,109-90.8% | $5,060-92.6% | $4,651-91.9% |
| Admin fee / account holder | $2,891 | $639+352.7% | $8,388-65.5% | $433+567.1% |