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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 | $32,541 | $55,684-41.6% | $75,900-57.1% | $72,976-55.4% |
| Participation rate | 20.5% | 61.1%-40.6pp | 69.3%-48.8pp | 69.5%-49.0pp |
| Annual return | 16.72% | 27.60%-10.9pp | 30.73%-14.0pp | 81.02%-64.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $903 | $2,634-65.7% | $3,604-75.0% | $3,608-75.0% |
| Admin fee / account holder | $7,842 | $3,981+97.0% | $5,421+44.7% | $5,124+53.0% |