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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 | $35,909 | $47,848-25.0% | $81,473-55.9% | $70,124-48.8% |
| Participation rate | 11.7% | 58.3%-46.6pp | 68.0%-56.3pp | 69.5%-57.9pp |
| Annual return | 18.02% | 27.25%-9.2pp | 38.78%-20.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $131 | $2,453-94.7% | $3,537-96.3% | $3,332-96.1% |
| Admin fee / account holder | $6,579 | $3,145+109.2% | $4,561+44.2% | $4,645+41.6% |