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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 | $43,980 | $54,541-19.4% | $78,778-44.2% | $70,126-37.3% |
| Participation rate | 21.1% | 60.8%-39.7pp | 69.2%-48.1pp | 69.5%-48.4pp |
| Annual return | 15.54% | 21.07%-5.5pp | 35.62%-20.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $378 | $2,210-82.9% | $2,958-87.2% | $3,332-88.7% |
| Admin fee / account holder | $1,614 | $3,709-56.5% | $5,134-68.6% | $4,645-65.3% |