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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 | $39,565 | $50,082-21.0% | $93,515-57.7% | $79,856-50.5% |
| Participation rate | 21.1% | 60.9%-39.9pp | 66.8%-45.8pp | 69.6%-48.6pp |
| Annual return | 12.36% | 24.59%-12.2pp | 78.21%-65.8pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,077-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $464 | $2,212-79.0% | $3,129-85.2% | $3,741-87.6% |
| Admin fee / account holder | $2,024 | $3,454-41.4% | $5,235-61.3% | $5,306-61.9% |