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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 | $37,077 | $58,828-37.0% | $78,002-52.5% | $62,881-41.0% |
| Participation rate | 39.7% | 71.1%-31.4pp | 75.5%-35.8pp | 69.3%-29.6pp |
| Annual return | 7.43% | 17.16%-9.7pp | 425.99%-418.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $638 | $2,686-76.2% | $3,497-81.7% | $3,203-80.1% |
| Admin fee / account holder | $1,426 | $4,393-67.5% | $5,481-74.0% | $4,296-66.8% |