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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 | $39,187 | $65,034-39.7% | $90,970-56.9% | $79,856-50.9% |
| Participation rate | 28.6% | 61.6%-33.0pp | 69.0%-40.4pp | 69.6%-41.1pp |
| Annual return | 18.35% | 30.45%-12.1pp | 134.60%-116.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $465 | $2,512-81.5% | $3,373-86.2% | $3,741-87.6% |
| Admin fee / account holder | $3,349 | $4,536-26.2% | $5,961-43.8% | $5,306-36.9% |