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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 | $34,721 | $73,787-52.9% | $98,716-64.8% | $82,448-57.9% |
| Participation rate | 25.8% | 61.4%-35.6pp | 69.3%-43.5pp | 68.1%-42.3pp |
| Annual return | 14.39% | 18.57%-4.2pp | 31.81%-17.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $712 | $3,081-76.9% | $4,048-82.4% | $4,139-82.8% |
| Admin fee / account holder | $444 | $6,500-93.2% | $8,703-94.9% | $7,234-93.9% |