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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 | $33,733 | $56,894-40.7% | $84,753-60.2% | $62,881-46.4% |
| Participation rate | 31.5% | 68.5%-37.1pp | 76.6%-45.1pp | 69.3%-37.8pp |
| Annual return | 8.09% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $675 | $2,709-75.1% | $3,712-81.8% | $3,203-78.9% |
| Admin fee / account holder | $6,199 | $3,581+73.1% | $5,333+16.2% | $4,296+44.3% |