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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 | $25,756 | $58,851-56.2% | $115,170-77.6% | $72,975-64.7% |
| Participation rate | 39.7% | 65.5%-25.9pp | 75.9%-36.3pp | 69.5%-29.8pp |
| Annual return | 21.24% | 23.16%-1.9pp | 35.60%-14.4pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $607 | $2,643-77.0% | $4,169-85.4% | $3,608-83.2% |
| Admin fee / account holder | $961 | $6,370-84.9% | $7,089-86.4% | $5,124-81.2% |