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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 | $28,579 | $51,207-44.2% | $70,565-59.5% | $71,529-60.0% |
| Participation rate | 38.6% | 59.4%-20.8pp | 68.4%-29.8pp | 67.9%-29.3pp |
| Annual return | 14.99% | 42.71%-27.7pp | 32.79%-17.8pp | 28.97%-14.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $2,976-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $808 | $3,033-73.3% | $4,568-82.3% | $4,291-81.2% |
| Admin fee / account holder | $2,359 | $2,002+17.8% | $6,430-63.3% | $1,588+48.5% |