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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 | $36,108 | $57,828-37.6% | $117,039-69.1% | $70,126-48.5% |
| Participation rate | 20.6% | 67.1%-46.5pp | 77.2%-56.5pp | 69.5%-48.9pp |
| Annual return | 13.72% | 17.55%-3.8pp | 18.95%-5.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $251 | $2,438-89.7% | $3,929-93.6% | $3,332-92.5% |
| Admin fee / account holder | $2,355 | $3,548-33.6% | $5,974-60.6% | $4,645-49.3% |