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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 | $31,500 | $56,287-44.0% | $80,977-61.1% | $62,881-49.9% |
| Participation rate | 34.2% | 68.9%-34.7pp | 75.8%-41.6pp | 69.3%-35.1pp |
| Annual return | 7.54% | 22.13%-14.6pp | 17.11%-9.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,488 | $4,196-64.5% | $5,696-73.9% | $3,203-53.6% |
| Admin fee / account holder | $1,591 | $3,742-57.5% | $5,517-71.2% | $4,296-63.0% |