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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 | $52,093 | $54,541-4.5% | $78,778-33.9% | $70,124-25.7% |
| Participation rate | 31.6% | 60.8%-29.2pp | 69.2%-37.5pp | 69.5%-37.9pp |
| Annual return | 13.39% | 21.07%-7.7pp | 35.62%-22.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $817 | $2,210-63.0% | $2,958-72.4% | $3,332-75.5% |
| Admin fee / account holder | $1,727 | $3,709-53.4% | $5,134-66.4% | $4,645-62.8% |