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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 | $36,313 | $55,684-34.8% | $75,900-52.2% | $72,976-50.2% |
| Participation rate | 35.5% | 61.1%-25.7pp | 69.3%-33.8pp | 69.5%-34.0pp |
| Annual return | 16.88% | 27.60%-10.7pp | 30.73%-13.8pp | 81.02%-64.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $388 | $2,634-85.3% | $3,604-89.2% | $3,608-89.3% |
| Admin fee / account holder | $8,769 | $3,981+120.3% | $5,421+61.8% | $5,124+71.1% |