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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 | $36,548 | $64,359-43.2% | $90,161-59.5% | $70,126-47.9% |
| Participation rate | 33.3% | 70.4%-37.1pp | 76.9%-43.5pp | 69.5%-36.2pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,040 | $4,389-76.3% | $5,287-80.3% | $3,332-68.8% |
| Admin fee / account holder | $4,714 | $3,945+19.5% | $5,943-20.7% | $4,645+1.5% |