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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 | $58,367 | $72,486-19.5% | $87,103-33.0% | $72,976-20.0% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.9%-32.4pp | 69.5%-25.0pp |
| Annual return | 18.97% | 24.46%-5.5pp | 28.19%-9.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $652 | $3,270-80.1% | $4,049-83.9% | $3,608-81.9% |
| Admin fee / account holder | $934 | $5,055-81.5% | $7,491-87.5% | $5,124-81.8% |