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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 | $36,213 | $43,730-17.2% | $121,220-70.1% | $64,173-43.6% |
| Participation rate | 22.5% | 58.3%-35.8pp | 71.8%-49.3pp | 69.6%-47.1pp |
| Annual return | 7.11% | 68.94%-61.8pp | 16.94%-9.8pp | 7.63%-0.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $825 | $2,281-63.8% | $3,345-75.3% | $3,470-76.2% |
| Admin fee / account holder | $3,532 | $3,502+0.8% | $5,021-29.7% | $4,887-27.7% |