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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 | $36,644 | $52,884-30.7% | $84,753-56.8% | $55,167-33.6% |
| Participation rate | 20.2% | 67.5%-47.3pp | 76.6%-56.4pp | 69.0%-48.8pp |
| Annual return | 5.82% | 18.03%-12.2pp | 22.78%-17.0pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,095 | $2,644-58.6% | $3,712-70.5% | $3,054-64.2% |
| Admin fee / account holder | $439 | $581-24.5% | $5,333-91.8% | $504-13.0% |