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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 | $42,496 | $67,411-37.0% | $91,004-53.3% | $70,124-39.4% |
| Participation rate | 32.2% | 71.4%-39.2pp | 75.6%-43.4pp | 69.5%-37.4pp |
| Annual return | 15.84% | -40.16%+56.0pp | 4.60%+11.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,105 | $2,823-60.9% | $3,548-68.9% | $3,332-66.8% |
| Admin fee / account holder | $2,816 | $4,236-33.5% | $5,417-48.0% | $4,645-39.4% |