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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 | $35,522 | $48,364-26.6% | $71,796-50.5% | $62,881-43.5% |
| Participation rate | 35.7% | 60.6%-24.9pp | 69.1%-33.4pp | 69.3%-33.6pp |
| Annual return | 7.94% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $730 | $2,091-65.1% | $2,794-73.9% | $3,203-77.2% |
| Admin fee / account holder | $2,482 | $3,771-34.2% | $4,815-48.5% | $4,296-42.2% |