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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 | $39,412 | $75,541-47.8% | $152,093-74.1% | $82,637-52.3% |
| Participation rate | 35.5% | 66.5%-31.1pp | 77.8%-42.3pp | 68.1%-32.6pp |
| Annual return | 15.92% | 32.56%-16.6pp | 66.36%-50.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $714 | $3,206-77.7% | $5,451-86.9% | $4,126-82.7% |
| Admin fee / account holder | $5,095 | $6,405-20.4% | $14,497-64.9% | $7,339-30.6% |