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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 | $15,258 | $47,944-68.2% | $67,834-77.5% | $62,881-75.7% |
| Participation rate | 36.4% | 61.1%-24.7pp | 68.8%-32.4pp | 69.3%-32.9pp |
| Annual return | 6.47% | 11.77%-5.3pp | 138.47%-132.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $508 | $2,247-77.4% | $3,160-83.9% | $3,203-84.1% |
| Admin fee / account holder | $3,487 | $3,712-6.1% | $4,622-24.6% | $4,296-18.8% |