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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 | $36,580 | $58,493-37.5% | $84,021-56.5% | $72,975-49.9% |
| Participation rate | 6.7% | 61.2%-54.6pp | 69.0%-62.4pp | 69.5%-62.8pp |
| Annual return | 22.31% | 28.93%-6.6pp | 71.32%-49.0pp | 81.01%-58.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $456 | $2,394-80.9% | $3,239-85.9% | $3,608-87.4% |
| Admin fee / account holder | $453 | $4,569-90.1% | $6,102-92.6% | $5,124-91.2% |