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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 | $15,753 | $32,037-50.8% | $69,182-77.2% | $62,881-74.9% |
| Participation rate | 38.1% | 43.4%-5.3pp | 55.1%-17.0pp | 69.3%-31.2pp |
| Annual return | 7.29% | 15.16%-7.9pp | -21.93%+29.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $236 | $1,185-80.1% | $1,897-87.6% | $3,203-92.6% |
| Admin fee / account holder | $321 | $2,608-87.7% | $2,697-88.1% | $4,296-92.5% |