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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 | $24,402 | $60,349-59.6% | $74,184-67.1% | $62,881-61.2% |
| Participation rate | 49.5% | 72.7%-23.3pp | 76.6%-27.1pp | 69.3%-19.8pp |
| Annual return | 6.14% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $703 | $2,856-75.4% | $3,550-80.2% | $3,203-78.1% |
| Admin fee / account holder | $2,574 | $4,261-39.6% | $5,586-53.9% | $4,296-40.1% |