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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 | $38,852 | $47,944-19.0% | $67,834-42.7% | $62,881-38.2% |
| Participation rate | 21.2% | 61.1%-39.9pp | 68.8%-47.6pp | 69.3%-48.1pp |
| Annual return | 9.78% | 11.77%-2.0pp | 138.47%-128.7pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $721 | $2,247-67.9% | $3,160-77.2% | $3,203-77.5% |
| Admin fee / account holder | $559 | $3,712-84.9% | $4,622-87.9% | $4,296-87.0% |