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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 | $38,417 | $69,383-44.6% | $101,275-62.1% | $73,497-47.7% |
| Participation rate | 20.6% | 68.4%-47.8pp | 75.8%-55.2pp | 70.7%-50.1pp |
| Annual return | 13.82% | 18.46%-4.6pp | 46.48%-32.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,020 | $3,301-69.1% | $4,371-76.7% | $3,740-72.7% |
| Admin fee / account holder | $1,145 | $704+62.7% | $5,948-80.7% | $513+123.2% |