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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 | $37,924 | $43,075-12.0% | $74,577-49.1% | $62,881-39.7% |
| Participation rate | 31.0% | 58.1%-27.1pp | 68.1%-37.2pp | 69.3%-38.4pp |
| Annual return | 6.60% | 17.50%-10.9pp | 20.47%-13.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $488 | $2,389-79.6% | $3,458-85.9% | $3,203-84.8% |
| Admin fee / account holder | $371 | $2,840-86.9% | $4,138-91.0% | $4,296-91.4% |