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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 | $32,489 | $64,348-49.5% | $90,162-64.0% | $70,131-53.7% |
| Participation rate | 17.8% | 70.4%-52.6pp | 76.9%-59.1pp | 69.5%-51.7pp |
| Annual return | 20.67% | 28.13%-7.5pp | 34.88%-14.2pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $534 | $4,389-87.8% | $5,287-89.9% | $3,332-84.0% |
| Admin fee / account holder | $2,763 | $3,944-29.9% | $5,943-53.5% | $4,645-40.5% |