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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 | $31,242 | $56,894-45.1% | $84,753-63.1% | $62,881-50.3% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 5.05% | 6.30%-1.3pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $905 | $2,709-66.6% | $3,712-75.6% | $3,203-71.7% |
| Admin fee / account holder | $10,565 | $3,581+195.0% | $5,333+98.1% | $4,296+145.9% |