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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 | $27,627 | $80,748-65.8% | $102,383-73.0% | $74,429-62.9% |
| Participation rate | 29.9% | 65.7%-35.8pp | 74.5%-44.6pp | 67.2%-37.3pp |
| Annual return | 13.06% | 27.57%-14.5pp | 24.94%-11.9pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,218 | $3,861-68.5% | $5,060-75.9% | $4,348-72.0% |
| Admin fee / account holder | $899 | $2,371-62.1% | $8,391-89.3% | $1,944-53.8% |