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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 | $54,144 | $101,763-46.8% | $164,866-67.2% | $80,874-33.1% |
| Participation rate | 17.1% | 71.8%-54.7pp | 78.6%-61.5pp | 67.6%-50.6pp |
| Annual return | 10.83% | 16.73%-5.9pp | 69.97%-59.1pp | 35.62%-24.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $805 | $4,477-82.0% | $6,033-86.7% | $4,297-81.3% |
| Admin fee / account holder | $33,860 | $8,228+311.5% | $12,689+166.8% | $6,935+388.2% |