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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 | $101,795-46.8% | $165,100-67.2% | $80,959-33.1% |
| Participation rate | 17.1% | 71.8%-54.8pp | 78.6%-61.6pp | 67.7%-50.6pp |
| Annual return | 10.83% | 16.73%-5.9pp | 70.21%-59.4pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $805 | $4,476-82.0% | $6,035-86.7% | $4,300-81.3% |
| Admin fee / account holder | $33,860 | $8,221+311.9% | $12,696+166.7% | $6,925+388.9% |