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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 | $37,584 | $56,544-33.5% | $75,501-50.2% | $70,126-46.4% |
| Participation rate | 39.0% | 68.1%-29.1pp | 72.4%-33.3pp | 69.5%-30.5pp |
| Annual return | 15.86% | 23.59%-7.7pp | 27.35%-11.5pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $894 | $2,580-65.3% | $3,142-71.5% | $3,332-73.2% |
| Admin fee / account holder | $463 | $3,827-87.9% | $5,801-92.0% | $4,645-90.0% |