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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 | $25,043 | $84,236-70.3% | $170,435-85.3% | $70,126-64.3% |
| Participation rate | 43.3% | 70.8%-27.5pp | 83.6%-40.3pp | 69.5%-26.2pp |
| Annual return | 16.84% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $740 | $3,086-76.0% | $4,939-85.0% | $3,332-77.8% |
| Admin fee / account holder | $1,353 | $5,698-76.3% | $13,881-90.3% | $4,645-70.9% |