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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 | $27,449 | $56,894-51.8% | $84,753-67.6% | $62,881-56.3% |
| Participation rate | 43.8% | 68.5%-24.8pp | 76.6%-32.8pp | 69.3%-25.6pp |
| Annual return | 4.67% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $914 | $2,709-66.3% | $3,712-75.4% | $3,203-71.5% |
| Admin fee / account holder | $5,429 | $3,581+51.6% | $5,333+1.8% | $4,296+26.4% |