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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 | $33,987 | $54,541-37.7% | $78,778-56.9% | $70,126-51.5% |
| Participation rate | 40.8% | 60.8%-20.0pp | 69.2%-28.4pp | 69.5%-28.7pp |
| Annual return | 15.03% | 21.07%-6.0pp | 35.62%-20.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $563 | $2,210-74.5% | $2,958-81.0% | $3,332-83.1% |
| Admin fee / account holder | $2,291 | $3,709-38.2% | $5,134-55.4% | $4,645-50.7% |