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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 | $35,936 | $57,828-37.9% | $117,039-69.3% | $70,126-48.8% |
| Participation rate | 48.4% | 67.1%-18.7pp | 77.2%-28.8pp | 69.5%-21.2pp |
| Annual return | 14.27% | 17.55%-3.3pp | 18.95%-4.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $692 | $2,438-71.6% | $3,929-82.4% | $3,332-79.2% |
| Admin fee / account holder | $1,937 | $3,548-45.4% | $5,974-67.6% | $4,645-58.3% |