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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 | $34,339 | $54,541-37.0% | $78,778-56.4% | $70,126-51.0% |
| Participation rate | 23.6% | 60.8%-37.2pp | 69.2%-45.6pp | 69.5%-45.9pp |
| Annual return | 15.22% | 21.07%-5.8pp | 35.62%-20.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $596 | $2,210-73.0% | $2,958-79.9% | $3,332-82.1% |
| Admin fee / account holder | $585 | $3,709-84.2% | $5,134-88.6% | $4,645-87.4% |