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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 | $36,040 | $51,466-30.0% | $78,778-54.3% | $62,293-42.1% |
| Participation rate | 14.1% | 59.8%-45.7pp | 69.2%-55.1pp | 69.5%-55.5pp |
| Annual return | 23.13% | 19.96%+3.2pp | 35.62%-12.5pp | 28.90%-5.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $210 | $2,147-90.2% | $2,958-92.9% | $3,169-93.4% |
| Admin fee / account holder | $1,917 | $489+291.8% | $5,134-62.7% | $479+300.0% |