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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 | $29,274 | $58,828-50.2% | $78,002-62.5% | $62,881-53.4% |
| Participation rate | 39.0% | 71.1%-32.0pp | 75.5%-36.5pp | 69.3%-30.3pp |
| Annual return | 6.61% | 17.16%-10.5pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $794 | $2,686-70.5% | $3,497-77.3% | $3,203-75.2% |
| Admin fee / account holder | $1,682 | $4,393-61.7% | $5,481-69.3% | $4,296-60.8% |