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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 | $33,759 | $54,541-38.1% | $78,778-57.1% | $70,126-51.9% |
| Participation rate | 39.4% | 60.8%-21.4pp | 69.2%-29.8pp | 69.5%-30.1pp |
| Annual return | 13.65% | 21.07%-7.4pp | 35.62%-22.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $623 | $2,210-71.8% | $2,958-79.0% | $3,332-81.3% |
| Admin fee / account holder | $1,490 | $3,709-59.8% | $5,134-71.0% | $4,645-67.9% |