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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 | $42,647 | $81,358-47.6% | $155,556-72.6% | $80,959-47.3% |
| Participation rate | 24.5% | 66.3%-41.7pp | 78.2%-53.7pp | 67.7%-43.1pp |
| Annual return | 15.76% | 33.39%-17.6pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $706 | $3,455-79.6% | $5,631-87.5% | $4,300-83.6% |
| Admin fee / account holder | $26,881 | $7,994+236.3% | $15,885+69.2% | $6,925+288.1% |