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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 | $36,041 | $90,486-60.2% | $78,676-54.2% | $273,972-86.8% |
| Participation rate | 17.6% | 76.5%-58.9pp | 73.6%-55.9pp | 83.0%-65.4pp |
| Annual return | 8.45% | 75.62%-67.2pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $434 | $3,901-88.9% | $3,517-87.7% | $5,287-91.8% |
| Admin fee / account holder | $1,730 | $5,263-67.1% | $4,510-61.6% | $10,133-82.9% |