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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 | $44,332 | $72,486-38.8% | $87,103-49.1% | $72,976-39.3% |
| Participation rate | 61.3% | 72.8%-11.6pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 19.86% | 24.46%-4.6pp | 28.19%-8.3pp | 81.02%-61.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $517 | $3,270-84.2% | $4,049-87.2% | $3,608-85.7% |
| Admin fee / account holder | $337 | $5,055-93.3% | $7,491-95.5% | $5,124-93.4% |