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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 | $40,152 | $56,544-29.0% | $75,501-46.8% | $70,126-42.7% |
| Participation rate | 37.0% | 68.1%-31.1pp | 72.4%-35.3pp | 69.5%-32.5pp |
| Annual return | 12.32% | 23.59%-11.3pp | 27.35%-15.0pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $706 | $2,580-72.6% | $3,142-77.5% | $3,332-78.8% |
| Admin fee / account holder | $12,778 | $3,827+233.9% | $5,801+120.3% | $4,645+175.1% |