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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 | $39,355 | $47,848-17.8% | $81,473-51.7% | $70,126-43.9% |
| Participation rate | 25.8% | 58.3%-32.5pp | 68.0%-42.2pp | 69.5%-43.8pp |
| Annual return | 40.41% | 27.25%+13.2pp | 38.78%+1.6pp | 73.15%-32.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $607 | $2,453-75.3% | $3,537-82.8% | $3,332-81.8% |
| Admin fee / account holder | $677 | $3,145-78.5% | $4,561-85.2% | $4,645-85.4% |