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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 | $56,428 | $56,110+0.6% | $94,993-40.6% | $70,124-19.5% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.9%-40.6pp | 69.5%-36.2pp |
| Annual return | 17.51% | 51.02%-33.5pp | 27.14%-9.6pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $551 | $2,391-77.0% | $3,317-83.4% | $3,332-83.5% |
| Admin fee / account holder | $528 | $3,456-84.7% | $4,960-89.4% | $4,645-88.6% |