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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 | $59,529 | $46,464+28.1% | $150,298-60.4% | $79,634-25.2% |
| Participation rate | 5.8% | 57.0%-51.2pp | 77.8%-72.0pp | 62.5%-56.7pp |
| Annual return | 11.81% | 27.89%-16.1pp | 62.79%-51.0pp | 36.46%-24.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $207 | $2,157-90.4% | $5,453-96.2% | $3,835-94.6% |
| Admin fee / account holder | $3,309 | $891+271.5% | $14,116-76.6% | $1,002+230.3% |