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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 | $36,462 | $75,720-51.8% | $90,312-59.6% | $86,983-58.1% |
| Participation rate | 25.9% | 66.3%-40.3pp | 72.9%-47.0pp | 69.5%-43.6pp |
| Annual return | 16.78% | 18.55%-1.8pp | 18.90%-2.1pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $783 | $3,001-73.9% | $3,749-79.1% | $4,194-81.3% |
| Admin fee / account holder | $1,873 | $6,201-69.8% | $8,248-77.3% | $7,856-76.2% |