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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 | $25,638 | $60,165-57.4% | $74,184-65.4% | $55,167-53.5% |
| Participation rate | 35.0% | 74.2%-39.2pp | 76.6%-41.7pp | 69.0%-34.0pp |
| Annual return | 6.61% | 10.00%-3.4pp | 17.74%-11.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $592 | $2,973-80.1% | $3,550-83.3% | $3,054-80.6% |
| Admin fee / account holder | $911 | $419+117.3% | $5,586-83.7% | $504+80.8% |