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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 | $39,216 | $49,025-20.0% | $87,502-55.2% | $62,881-37.6% |
| Participation rate | 61.5% | 64.9%-3.3pp | 73.8%-12.3pp | 69.3%-7.8pp |
| Annual return | 7.41% | 10.02%-2.6pp | 12.21%-4.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $646 | $2,289-71.8% | $3,149-79.5% | $3,203-79.8% |
| Admin fee / account holder | $2,088 | $4,065-48.6% | $4,221-50.5% | $4,296-51.4% |