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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 | $32,627 | $51,222-36.3% | $70,544-53.7% | $75,173-56.6% |
| Participation rate | 42.7% | 61.0%-18.3pp | 68.4%-25.7pp | 67.2%-24.5pp |
| Annual return | 17.52% | 30.06%-12.5pp | 32.79%-15.3pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $794 | $2,850-72.1% | $4,568-82.6% | $4,126-80.7% |
| Admin fee / account holder | $1,191 | $4,096-70.9% | $6,427-81.5% | $5,651-78.9% |