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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 | $43,338 | $54,541-20.5% | $78,778-45.0% | $70,131-38.2% |
| Participation rate | 37.8% | 60.8%-23.0pp | 69.2%-31.4pp | 69.5%-31.7pp |
| Annual return | 16.52% | 21.07%-4.6pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $797 | $2,210-63.9% | $2,958-73.1% | $3,332-76.1% |
| Admin fee / account holder | $1,916 | $3,709-48.3% | $5,134-62.7% | $4,645-58.8% |