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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 | $38,941 | $60,349-35.5% | $74,184-47.5% | $62,881-38.1% |
| Participation rate | 45.6% | 72.7%-27.1pp | 76.6%-31.0pp | 69.3%-23.7pp |
| Annual return | 5.56% | 21.38%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,018 | $2,856-64.3% | $3,550-71.3% | $3,203-68.2% |
| Admin fee / account holder | $7,494 | $4,261+75.9% | $5,586+34.2% | $4,296+74.5% |