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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 | $40,916 | $47,848-14.5% | $81,473-49.8% | $70,126-41.7% |
| Participation rate | 18.9% | 58.3%-39.4pp | 68.0%-49.0pp | 69.5%-50.6pp |
| Annual return | 13.06% | 27.25%-14.2pp | 38.78%-25.7pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $389 | $2,453-84.1% | $3,537-89.0% | $3,332-88.3% |
| Admin fee / account holder | $1,804 | $3,145-42.6% | $4,561-60.4% | $4,645-61.2% |