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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 | $20,537 | $91,198-77.5% | $178,503-88.5% | $79,856-74.3% |
| Participation rate | 31.4% | 69.2%-37.8pp | 81.9%-50.6pp | 69.6%-38.3pp |
| Annual return | 11.39% | 24.20%-12.8pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $729 | $3,237-77.5% | $5,202-86.0% | $3,741-80.5% |
| Admin fee / account holder | $3,388 | $6,748-49.8% | $13,987-75.8% | $5,306-36.2% |