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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 | $26,618 | $43,344-38.6% | $59,899-55.6% | $64,173-58.5% |
| Participation rate | 44.4% | 69.2%-24.7pp | 74.7%-30.3pp | 69.6%-25.1pp |
| Annual return | 6.95% | -1.55%+8.5pp | 3.46%+3.5pp | 7.63%-0.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $461 | $2,547-81.9% | $3,402-86.5% | $3,470-86.7% |
| Admin fee / account holder | $628 | $3,008-79.1% | $3,592-82.5% | $4,887-87.2% |