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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 | $37,088 | $54,541-32.0% | $78,778-52.9% | $70,126-47.1% |
| Participation rate | 35.4% | 60.8%-25.4pp | 69.2%-33.8pp | 69.5%-34.1pp |
| Annual return | 17.08% | 21.07%-4.0pp | 35.62%-18.5pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $710 | $2,210-67.9% | $2,958-76.0% | $3,332-78.7% |
| Admin fee / account holder | $2,288 | $3,709-38.3% | $5,134-55.4% | $4,645-50.8% |