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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 | $36,543 | $54,541-33.0% | $78,778-53.6% | $70,124-47.9% |
| Participation rate | 34.4% | 60.8%-26.4pp | 69.2%-34.8pp | 69.5%-35.2pp |
| Annual return | 15.05% | 21.07%-6.0pp | 35.62%-20.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $677 | $2,210-69.4% | $2,958-77.1% | $3,332-79.7% |
| Admin fee / account holder | $615 | $3,709-83.4% | $5,134-88.0% | $4,645-86.8% |