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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 | $42,430 | $56,544-25.0% | $75,501-43.8% | $70,126-39.5% |
| Participation rate | 35.3% | 68.1%-32.8pp | 72.4%-37.1pp | 69.5%-34.2pp |
| Annual return | 16.20% | 23.59%-7.4pp | 27.35%-11.2pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $892 | $2,580-65.4% | $3,142-71.6% | $3,332-73.2% |
| Admin fee / account holder | $528 | $3,827-86.2% | $5,801-90.9% | $4,645-88.6% |