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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 | $36,988 | $46,877-21.1% | $122,354-69.8% | $70,124-47.3% |
| Participation rate | 25.0% | 58.2%-33.2pp | 71.6%-46.6pp | 69.5%-44.5pp |
| Annual return | 15.11% | 24.22%-9.1pp | 30.28%-15.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $724 | $2,167-66.6% | $3,287-78.0% | $3,332-78.3% |
| Admin fee / account holder | $436 | $3,324-86.9% | $5,479-92.0% | $4,645-90.6% |