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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 | $37,783 | $70,917-46.7% | $98,920-61.8% | $73,497-48.6% |
| Participation rate | 8.6% | 73.8%-65.2pp | 76.0%-67.4pp | 70.7%-62.1pp |
| Annual return | 15.78% | 34.18%-18.4pp | 196.47%-180.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $519 | $3,501-85.2% | $4,245-87.8% | $3,740-86.1% |
| Admin fee / account holder | $4,653 | $535+769.9% | $6,643-30.0% | $513+806.9% |