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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 | $32,633 | $48,078-32.1% | $78,676-58.5% | $62,881-48.1% |
| Participation rate | 38.8% | 65.2%-26.4pp | 73.6%-34.7pp | 69.3%-30.5pp |
| Annual return | 6.82% | 31.36%-24.5pp | 62.19%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $724 | $2,587-72.0% | $3,517-79.4% | $3,203-77.4% |
| Admin fee / account holder | $657 | $3,206-79.5% | $4,510-85.4% | $4,296-84.7% |