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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 | $41,772 | $58,493-28.6% | $84,023-50.3% | $72,976-42.8% |
| Participation rate | 23.3% | 61.2%-37.9pp | 69.0%-45.7pp | 69.5%-46.2pp |
| Annual return | 19.99% | 28.93%-8.9pp | 71.32%-51.3pp | 81.02%-61.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,051 | $2,394-56.1% | $3,239-67.6% | $3,608-70.9% |
| Admin fee / account holder | $34,834 | $4,569+662.5% | $6,102+470.9% | $5,124+579.8% |