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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 | $44,678 | $56,638-21.1% | $169,390-73.6% | $74,460-40.0% |
| Participation rate | 16.0% | 67.5%-51.6pp | 77.2%-61.2pp | 70.7%-54.8pp |
| Annual return | 19.22% | 24.75%-5.5pp | 406.07%-386.9pp | 34.38%-15.2pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $864 | $4,223-79.5% | $6,222-86.1% | $4,530-80.9% |
| Admin fee / account holder | $4,510 | $307+1371.2% | $9,015-50.0% | $348+1196.7% |