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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 | $34,194 | $48,364-29.3% | $71,796-52.4% | $62,881-45.6% |
| Participation rate | 22.7% | 60.6%-37.9pp | 69.1%-46.4pp | 69.3%-46.6pp |
| Annual return | 5.47% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $358 | $2,091-82.9% | $2,794-87.2% | $3,203-88.8% |
| Admin fee / account holder | $3,157 | $3,771-16.3% | $4,815-34.4% | $4,296-26.5% |