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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 | $34,697 | $81,358-57.4% | $155,556-77.7% | $80,959-57.1% |
| Participation rate | 20.5% | 66.3%-45.8pp | 78.2%-57.7pp | 67.7%-47.2pp |
| Annual return | 12.26% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $620 | $3,455-82.1% | $5,631-89.0% | $4,300-85.6% |
| Admin fee / account holder | $10,755 | $7,994+34.5% | $15,885-32.3% | $6,925+55.3% |