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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 | $39,757 | $57,752-31.2% | $112,273-64.6% | $71,511-44.4% |
| Participation rate | 18.0% | 58.8%-40.8pp | 72.4%-54.4pp | 67.9%-49.9pp |
| Annual return | 21.87% | 18.25%+3.6pp | 30.23%-8.4pp | 28.86%-7.0pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,431-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $614 | $2,860-78.5% | $4,800-87.2% | $4,291-85.7% |
| Admin fee / account holder | $2,789 | $1,586+75.8% | $7,752-64.0% | $1,588+75.6% |