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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 | $35,250 | $54,757-35.6% | $90,304-61.0% | $72,975-51.7% |
| Participation rate | 37.2% | 65.2%-27.9pp | 73.3%-36.0pp | 69.5%-32.3pp |
| Annual return | 23.77% | 30.63%-6.9pp | 78.13%-54.4pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $586 | $2,887-79.7% | $3,885-84.9% | $3,608-83.8% |
| Admin fee / account holder | $2,462 | $3,973-38.0% | $5,354-54.0% | $5,124-51.9% |