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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 | $37,756 | $65,712-42.5% | $57,196-34.0% | $273,972-86.2% |
| Participation rate | 15.4% | 78.3%-62.9pp | 75.3%-59.9pp | 83.0%-67.6pp |
| Annual return | 4.32% | 22.01%-17.7pp | 14.59%-10.3pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $400 | $3,782-89.4% | $3,096-87.1% | $5,287-92.4% |
| Admin fee / account holder | $642 | $4,838-86.7% | $3,141-79.6% | $10,133-93.7% |