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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 | $35,977 | $65,034-44.7% | $90,970-60.5% | $79,856-54.9% |
| Participation rate | 25.9% | 61.6%-35.7pp | 69.0%-43.1pp | 69.6%-43.7pp |
| Annual return | 14.86% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $694 | $2,512-72.4% | $3,373-79.4% | $3,741-81.4% |
| Admin fee / account holder | $7,158 | $4,536+57.8% | $5,961+20.1% | $5,306+34.9% |