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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 | $41,023 | $50,385-18.6% | $75,501-45.7% | $62,293-34.1% |
| Participation rate | 15.7% | 67.7%-52.0pp | 72.4%-56.7pp | 69.5%-53.8pp |
| Annual return | 19.20% | 19.90%-0.7pp | 27.35%-8.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $401 | $2,445-83.6% | $3,142-87.2% | $3,169-87.3% |
| Admin fee / account holder | $13,001 | $384+3284.3% | $5,801+124.1% | $479+2612.3% |