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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 | $36,813 | $58,512-37.1% | $84,020-56.2% | $72,983-49.6% |
| Participation rate | 14.9% | 61.2%-46.3pp | 69.0%-54.1pp | 69.5%-54.6pp |
| Annual return | 21.69% | 28.93%-7.2pp | 71.31%-49.6pp | 81.01%-59.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $235 | $2,394-90.2% | $3,239-92.7% | $3,608-93.5% |
| Admin fee / account holder | $1,326 | $4,569-71.0% | $6,101-78.3% | $5,124-74.1% |