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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 | $38,871 | $116,203-66.5% | $93,621-58.5% | $152,909-74.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 12.33% | 35.96%-23.6pp | 32.76%-20.4pp | 345.46%-333.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $793 | $4,605-82.8% | $4,070-80.5% | $5,851-86.4% |
| Admin fee / account holder | $1,029 | $10,751-90.4% | $7,890-87.0% | $11,601-91.1% |