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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 | $38,035 | $76,371-50.2% | $93,621-59.4% | $72,976-47.9% |
| Participation rate | 27.6% | 71.8%-44.2pp | 75.8%-48.2pp | 69.5%-41.9pp |
| Annual return | 24.55% | 25.82%-1.3pp | 32.76%-8.2pp | 81.02%-56.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $314 | $3,538-91.1% | $4,070-92.3% | $3,608-91.3% |
| Admin fee / account holder | $3,032 | $6,839-55.7% | $7,890-61.6% | $5,124-40.8% |