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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 | $36,055 | $47,944-24.8% | $67,834-46.8% | $62,881-42.7% |
| Participation rate | 26.2% | 61.1%-34.9pp | 68.8%-42.6pp | 69.3%-43.1pp |
| Annual return | 6.71% | 11.77%-5.1pp | 138.47%-131.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $642 | $2,247-71.4% | $3,160-79.7% | $3,203-80.0% |
| Admin fee / account holder | $2,826 | $3,712-23.9% | $4,622-38.9% | $4,296-34.2% |