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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 | $27,130 | $60,349-55.0% | $74,184-63.4% | $62,881-56.9% |
| Participation rate | 58.3% | 72.7%-14.4pp | 76.6%-18.3pp | 69.3%-11.0pp |
| Annual return | 5.57% | 21.38%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,091 | $2,856-61.8% | $3,550-69.3% | $3,203-65.9% |
| Admin fee / account holder | $438 | $4,261-89.7% | $5,586-92.2% | $4,296-89.8% |