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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 | $36,779 | $46,599-21.1% | $64,101-42.6% | $75,173-51.1% |
| Participation rate | 15.5% | 65.9%-50.4pp | 72.3%-56.8pp | 67.2%-51.7pp |
| Annual return | 14.04% | 26.06%-12.0pp | 33.72%-19.7pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $461 | $2,837-83.7% | $3,881-88.1% | $4,126-88.8% |
| Admin fee / account holder | $2,994 | $2,956+1.3% | $3,070-2.5% | $5,651-47.0% |