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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 | $38,485 | $57,073-32.6% | $85,126-54.8% | $80,925-52.4% |
| Participation rate | 3.9% | 56.4%-52.5pp | 67.5%-63.6pp | 67.7%-63.7pp |
| Annual return | 13.74% | 21.69%-8.0pp | 66.63%-52.9pp | 35.65%-21.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $64 | $3,113-98.0% | $4,523-98.6% | $4,299-98.5% |
| Admin fee / account holder | $335 | $4,988-93.3% | $6,160-94.6% | $6,940-95.2% |