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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 | $36,245 | $58,493-38.0% | $84,021-56.9% | $72,975-50.3% |
| Participation rate | 11.9% | 61.2%-49.4pp | 69.0%-57.2pp | 69.5%-57.6pp |
| Annual return | 21.35% | 28.93%-7.6pp | 71.32%-50.0pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $400 | $2,394-83.3% | $3,239-87.7% | $3,608-88.9% |
| Admin fee / account holder | $552 | $4,569-87.9% | $6,102-91.0% | $5,124-89.2% |