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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 | $41,737 | $76,407-45.4% | $150,298-72.2% | $82,448-49.4% |
| Participation rate | 18.5% | 66.4%-47.9pp | 77.8%-59.2pp | 68.1%-49.5pp |
| Annual return | 13.53% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $67 | $3,214-97.9% | $5,453-98.8% | $4,139-98.4% |
| Admin fee / account holder | $379 | $6,352-94.0% | $14,116-97.3% | $7,234-94.8% |