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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 | $23,848 | $71,197-66.5% | $93,669-74.5% | $80,925-70.5% |
| Participation rate | 38.5% | 60.4%-21.9pp | 68.7%-30.3pp | 67.7%-29.2pp |
| Annual return | 12.78% | 11.27%+1.5pp | 133.59%-120.8pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $938 | $4,036-76.8% | $4,416-78.8% | $4,299-78.2% |
| Admin fee / account holder | $710 | $6,959-89.8% | $8,291-91.4% | $6,940-89.8% |