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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 | $28,774 | $62,583-54.0% | $76,767-62.5% | $64,173-55.2% |
| Participation rate | 32.6% | 72.8%-40.3pp | 77.0%-44.4pp | 69.6%-37.0pp |
| Annual return | 16.00% | -1.95%+17.9pp | 2.43%+13.6pp | 7.63%+8.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $613 | $3,145-80.5% | $3,852-84.1% | $3,470-82.3% |
| Admin fee / account holder | $360 | $4,667-92.3% | $6,675-94.6% | $4,887-92.6% |