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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 | $40,600 | $46,877-13.4% | $122,354-66.8% | $70,126-42.1% |
| Participation rate | 10.2% | 58.2%-48.0pp | 71.6%-61.5pp | 69.5%-59.4pp |
| Annual return | 18.13% | 24.22%-6.1pp | 30.28%-12.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $85 | $2,167-96.1% | $3,287-97.4% | $3,332-97.4% |
| Admin fee / account holder | $3,843 | $3,324+15.6% | $5,479-29.9% | $4,645-17.3% |