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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 | $30,825 | $78,690-60.8% | $161,489-80.9% | $87,485-64.8% |
| Participation rate | 36.7% | 67.5%-30.7pp | 78.7%-42.0pp | 68.9%-32.2pp |
| Annual return | 13.06% | 32.74%-19.7pp | 89.72%-76.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $971 | $3,311-70.7% | $5,630-82.8% | $4,274-77.3% |
| Admin fee / account holder | $3,303 | $6,724-50.9% | $16,006-79.4% | $7,775-57.5% |