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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 | $33,937 | $72,492-53.2% | $87,104-61.0% | $72,975-53.5% |
| Participation rate | 36.5% | 72.8%-36.3pp | 76.9%-40.4pp | 69.5%-33.0pp |
| Annual return | 16.78% | 24.46%-7.7pp | 28.19%-11.4pp | 81.01%-64.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $773 | $3,270-76.4% | $4,048-80.9% | $3,608-78.6% |
| Admin fee / account holder | $6,615 | $5,055+30.9% | $7,491-11.7% | $5,124+29.1% |