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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 | $59,140 | $67,602-12.5% | $82,312-28.2% | $70,126-15.7% |
| Participation rate | 41.9% | 72.8%-30.8pp | 76.9%-35.0pp | 69.5%-27.6pp |
| Annual return | 16.74% | 21.57%-4.8pp | 25.88%-9.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $153 | $2,987-94.9% | $3,706-95.9% | $3,332-95.4% |
| Admin fee / account holder | $1,586 | $4,512-64.9% | $5,608-71.7% | $4,645-65.9% |