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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 | $34,304 | $37,156-7.7% | $83,854-59.1% | $86,983-60.6% |
| Participation rate | 3.6% | 49.1%-45.5pp | 59.1%-55.5pp | 69.5%-66.0pp |
| Annual return | 17.24% | 29.88%-12.6pp | 31.39%-14.1pp | 25.83%-8.6pp |
| Employer contribution / active EE | $73 | $661-89.0% | $1,017-92.8% | $2,584-97.2% |
| Participant deferral / active EE | $186 | $1,418-86.9% | $2,035-90.9% | $4,194-95.6% |
| Admin fee / account holder | $854 | $2,510-66.0% | $3,197-73.3% | $7,856-89.1% |