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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 | $25,895 | $56,894-54.5% | $84,753-69.4% | $62,881-58.8% |
| Participation rate | 41.7% | 68.5%-26.9pp | 76.6%-34.9pp | 69.3%-27.6pp |
| Annual return | 7.92% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $606 | $2,709-77.6% | $3,712-83.7% | $3,203-81.1% |
| Admin fee / account holder | $1,467 | $3,581-59.0% | $5,333-72.5% | $4,296-65.8% |