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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 | $35,544 | $51,207-30.6% | $70,565-49.6% | $71,529-50.3% |
| Participation rate | 17.3% | 59.4%-42.1pp | 68.4%-51.1pp | 67.9%-50.7pp |
| Annual return | 17.21% | 42.71%-25.5pp | 32.79%-15.6pp | 28.97%-11.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $2,976-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $425 | $3,033-86.0% | $4,568-90.7% | $4,291-90.1% |
| Admin fee / account holder | $523 | $2,002-73.9% | $6,430-91.9% | $1,588-67.1% |