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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 | $25,016 | $85,171-70.6% | $172,753-85.5% | $72,976-65.7% |
| Participation rate | 24.1% | 70.1%-46.0pp | 82.6%-58.6pp | 69.5%-45.4pp |
| Annual return | 16.38% | 27.32%-10.9pp | 803.00%-786.6pp | 81.02%-64.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $348 | $3,260-89.3% | $5,198-93.3% | $3,608-90.3% |
| Admin fee / account holder | $4,093 | $5,880-30.4% | $13,956-70.7% | $5,124-20.1% |