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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 | $34,951 | $68,852-49.2% | $120,524-71.0% | $80,925-56.8% |
| Participation rate | 14.5% | 61.6%-47.2pp | 71.9%-57.5pp | 67.7%-53.2pp |
| Annual return | 11.11% | 23.67%-12.6pp | 107.36%-96.3pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $554 | $3,187-82.6% | $4,994-88.9% | $4,299-87.1% |
| Admin fee / account holder | $5,737 | $5,781-0.8% | $9,440-39.2% | $6,940-17.3% |