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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 | $39,154 | $83,485-53.1% | $125,195-68.7% | $72,976-46.3% |
| Participation rate | 49.3% | 73.3%-24.0pp | 79.8%-30.5pp | 69.5%-20.2pp |
| Annual return | 26.47% | 25.77%+0.7pp | 43.79%-17.3pp | 81.02%-54.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $539 | $3,586-85.0% | $4,937-89.1% | $3,608-85.1% |
| Admin fee / account holder | $3,148 | $5,518-43.0% | $9,704-67.6% | $5,124-38.6% |