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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 | $39,786 | $46,599-14.6% | $64,101-37.9% | $75,173-47.1% |
| Participation rate | 25.0% | 65.9%-40.9pp | 72.3%-47.3pp | 67.2%-42.2pp |
| Annual return | 18.78% | 26.06%-7.3pp | 33.72%-14.9pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $625 | $2,837-78.0% | $3,881-83.9% | $4,126-84.9% |
| Admin fee / account holder | $1,121 | $2,956-62.1% | $3,070-63.5% | $5,651-80.2% |