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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 | $37,407 | $65,034-42.5% | $90,970-58.9% | $79,856-53.2% |
| Participation rate | 31.0% | 61.6%-30.6pp | 69.0%-38.0pp | 69.6%-38.7pp |
| Annual return | 10.47% | 30.45%-20.0pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $680 | $2,512-72.9% | $3,373-79.8% | $3,741-81.8% |
| Admin fee / account holder | $3,805 | $4,536-16.1% | $5,961-36.2% | $5,306-28.3% |