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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 | $37,553 | $54,541-31.1% | $78,778-52.3% | $70,126-46.4% |
| Participation rate | 42.2% | 60.8%-18.6pp | 69.2%-27.0pp | 69.5%-27.3pp |
| Annual return | 16.04% | 21.07%-5.0pp | 35.62%-19.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $859 | $2,210-61.2% | $2,958-71.0% | $3,332-74.2% |
| Admin fee / account holder | $437 | $3,709-88.2% | $5,134-91.5% | $4,645-90.6% |