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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 | $36,635 | $67,602-45.8% | $82,312-55.5% | $70,126-47.8% |
| Participation rate | 18.7% | 72.8%-54.1pp | 76.9%-58.2pp | 69.5%-50.9pp |
| Annual return | 16.31% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $554 | $2,987-81.5% | $3,706-85.1% | $3,332-83.4% |
| Admin fee / account holder | $24,701 | $4,512+447.5% | $5,608+340.5% | $4,645+431.7% |