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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 | $34,833 | $65,246-46.6% | $98,716-64.7% | $67,986-48.8% |
| Participation rate | 10.5% | 51.4%-40.9pp | 69.3%-58.8pp | 57.2%-46.7pp |
| Annual return | 14.81% | 20.58%-5.8pp | 31.81%-17.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $278 | $2,594-89.3% | $4,048-93.1% | $3,358-91.7% |
| Admin fee / account holder | $1,483 | $4,561-67.5% | $8,703-83.0% | $3,203-53.7% |