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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 | $37,842 | $52,306-27.7% | $69,779-45.8% | $62,881-39.8% |
| Participation rate | 34.4% | 67.2%-32.9pp | 71.8%-37.4pp | 69.3%-34.9pp |
| Annual return | 6.95% | 13.35%-6.4pp | 12.99%-6.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $595 | $2,395-75.1% | $2,931-79.7% | $3,203-81.4% |
| Admin fee / account holder | $4,216 | $3,691+14.2% | $4,381-3.8% | $4,296-1.8% |