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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 | $37,083 | $70,418-47.3% | $96,570-61.6% | $85,847-56.8% |
| Participation rate | 25.8% | 61.8%-36.0pp | 69.8%-44.0pp | 69.3%-43.5pp |
| Annual return | 12.75% | 18.59%-5.8pp | 37.79%-25.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $607 | $2,894-79.0% | $3,849-84.2% | $3,952-84.6% |
| Admin fee / account holder | $5,242 | $4,995+4.9% | $6,182-15.2% | $6,261-16.3% |