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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 | $35,042 | $52,580-33.4% | $71,671-51.1% | $70,126-50.0% |
| Participation rate | 19.2% | 60.9%-41.6pp | 68.7%-49.5pp | 69.5%-50.3pp |
| Annual return | 17.12% | 20.25%-3.1pp | 20.65%-3.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $500 | $2,386-79.0% | $3,438-85.5% | $3,332-85.0% |
| Admin fee / account holder | $1,315 | $3,653-64.0% | $5,558-76.3% | $4,645-71.7% |