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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 | $41,716 | $74,535-44.0% | $100,712-58.6% | $82,637-49.5% |
| Participation rate | 32.4% | 61.2%-28.8pp | 69.3%-36.9pp | 68.1%-35.7pp |
| Annual return | 15.40% | 18.92%-3.5pp | 33.27%-17.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $383 | $3,074-87.5% | $4,085-90.6% | $4,126-90.7% |
| Admin fee / account holder | $935 | $6,576-85.8% | $9,256-89.9% | $7,339-87.3% |