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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 | $38,595 | $87,132-55.7% | $105,624-63.5% | $80,959-52.3% |
| Participation rate | 69.4% | 70.4%-1.1pp | 75.3%-5.9pp | 67.7%+1.7pp |
| Annual return | 10.48% | 17.03%-6.5pp | 116.20%-105.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $890 | $3,985-77.7% | $5,013-82.2% | $4,300-79.3% |
| Admin fee / account holder | $7,506 | $8,449-11.2% | $10,961-31.5% | $6,925+8.4% |