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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 | $36,495 | $77,460-52.9% | $100,378-63.6% | $80,925-54.9% |
| Participation rate | 20.0% | 76.9%-56.9pp | 81.5%-61.5pp | 67.7%-47.7pp |
| Annual return | 13.56% | 37.24%-23.7pp | 49.41%-35.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $535 | $6,818-92.2% | $8,087-93.4% | $4,299-87.6% |
| Admin fee / account holder | $2,970 | $5,887-49.5% | $7,899-62.4% | $6,940-57.2% |