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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 | $39,487 | $68,852-42.6% | $120,524-67.2% | $80,925-51.2% |
| Participation rate | 10.8% | 61.6%-50.8pp | 71.9%-61.1pp | 67.7%-56.8pp |
| Annual return | 13.01% | 23.67%-10.7pp | 107.36%-94.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $374 | $3,187-88.3% | $4,994-92.5% | $4,299-91.3% |
| Admin fee / account holder | $1,206 | $5,781-79.1% | $9,440-87.2% | $6,940-82.6% |