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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 | $27,298 | $102,422-73.3% | $147,117-81.4% | $80,959-66.3% |
| Participation rate | 46.5% | 75.9%-29.4pp | 82.2%-35.7pp | 67.7%-21.2pp |
| Annual return | 13.59% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,169 | $6,652-82.4% | $8,065-85.5% | $4,300-72.8% |
| Admin fee / account holder | $2,878 | $7,953-63.8% | $12,993-77.8% | $6,925-58.4% |