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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 | $24,531 | $60,349-59.4% | $74,184-66.9% | $62,881-61.0% |
| Participation rate | 35.2% | 72.7%-37.5pp | 76.6%-41.4pp | 69.3%-34.1pp |
| Annual return | 18.53% | 21.38%-2.8pp | 17.74%+0.8pp | 20.14%-1.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $342 | $2,856-88.0% | $3,550-90.4% | $3,203-89.3% |
| Admin fee / account holder | $1,476 | $4,261-65.4% | $5,586-73.6% | $4,296-65.6% |