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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 | $39,385 | $47,944-17.9% | $67,834-41.9% | $62,881-37.4% |
| Participation rate | 13.0% | 61.1%-48.1pp | 68.8%-55.8pp | 69.3%-56.3pp |
| Annual return | 5.03% | 11.77%-6.7pp | 138.47%-133.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $213 | $2,247-90.5% | $3,160-93.3% | $3,203-93.4% |
| Admin fee / account holder | $1,384 | $3,712-62.7% | $4,622-70.1% | $4,296-67.8% |