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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 | $40,681 | $60,349-32.6% | $74,184-45.2% | $62,881-35.3% |
| Participation rate | 25.8% | 72.7%-46.9pp | 76.6%-50.8pp | 69.3%-43.5pp |
| Annual return | 6.28% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $606 | $2,856-78.8% | $3,550-82.9% | $3,203-81.1% |
| Admin fee / account holder | $7,935 | $4,261+86.2% | $5,586+42.1% | $4,296+84.7% |