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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 | $33,316 | $59,804-44.3% | $81,982-59.4% | $79,856-58.3% |
| Participation rate | 42.9% | 61.6%-18.8pp | 69.3%-26.4pp | 69.6%-26.8pp |
| Annual return | 12.53% | 17.56%-5.0pp | 41.31%-28.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $625 | $2,695-76.8% | $3,722-83.2% | $3,741-83.3% |
| Admin fee / account holder | $475 | $4,288-88.9% | $5,665-91.6% | $5,306-91.0% |