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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 | $37,677 | $72,492-48.0% | $87,102-56.7% | $72,983-48.4% |
| Participation rate | 34.5% | 72.8%-38.3pp | 76.9%-42.4pp | 69.5%-35.0pp |
| Annual return | 26.29% | 24.46%+1.8pp | 28.19%-1.9pp | 81.01%-54.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $435 | $3,270-86.7% | $4,048-89.3% | $3,608-88.0% |
| Admin fee / account holder | $7,719 | $5,055+52.7% | $7,491+3.0% | $5,124+50.6% |