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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 | $32,638 | $54,380-40.0% | $68,509-52.4% | $59,632-45.3% |
| Participation rate | 34.6% | 70.2%-35.6pp | 74.7%-40.1pp | 68.7%-34.1pp |
| Annual return | 6.59% | 2.83%+3.8pp | 8.27%-1.7pp | 2041.32%-2034.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $865 | $2,643-67.3% | $3,382-74.4% | $3,192-72.9% |
| Admin fee / account holder | $4,717 | $3,885+21.4% | $5,275-10.6% | $4,297+9.8% |