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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 | $36,767 | $123,000-70.1% | $105,582-65.2% | $198,609-81.5% |
| Participation rate | 23.5% | 76.8%-53.2pp | 71.8%-48.2pp | 82.4%-58.8pp |
| Annual return | 10.50% | 18.31%-7.8pp | 18.61%-8.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $427 | $5,013-91.5% | $4,353-90.2% | $6,977-93.9% |
| Admin fee / account holder | $1,617 | $16,254-90.1% | $12,856-87.4% | $19,030-91.5% |