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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 | $34,690 | $48,078-27.8% | $78,676-55.9% | $62,881-44.8% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 8.66% | 31.36%-22.7pp | 62.19%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $697 | $2,587-73.0% | $3,517-80.2% | $3,203-78.2% |
| Admin fee / account holder | $404 | $3,206-87.4% | $4,510-91.0% | $4,296-90.6% |