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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 | $35,891 | $46,534-22.9% | $64,097-44.0% | $75,177-52.3% |
| Participation rate | 23.6% | 65.9%-42.3pp | 72.3%-48.7pp | 67.2%-43.6pp |
| Annual return | 15.27% | 26.07%-10.8pp | 33.75%-18.5pp | 160.75%-145.5pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $725 | $2,835-74.4% | $3,881-81.3% | $4,126-82.4% |
| Admin fee / account holder | $1,561 | $2,957-47.2% | $3,070-49.1% | $5,651-72.4% |