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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 | $39,266 | $58,523-32.9% | $99,479-60.5% | $72,976-46.2% |
| Participation rate | 39.1% | 64.6%-25.5pp | 73.8%-34.7pp | 69.5%-30.4pp |
| Annual return | 16.51% | 28.51%-12.0pp | 30.72%-14.2pp | 81.02%-64.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $929 | $2,606-64.4% | $3,619-74.3% | $3,608-74.3% |
| Admin fee / account holder | $5,715 | $4,102+39.3% | $6,253-8.6% | $5,124+11.5% |