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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 | $35,894 | $77,638-53.8% | $156,551-77.1% | $62,881-42.9% |
| Participation rate | 18.3% | 71.2%-52.9pp | 84.0%-65.7pp | 69.3%-51.0pp |
| Annual return | 7.54% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $767 | $3,046-74.8% | $4,871-84.3% | $3,203-76.1% |
| Admin fee / account holder | $1,468 | $5,561-73.6% | $13,028-88.7% | $4,296-65.8% |