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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 | $24,232 | $57,828-58.1% | $117,039-79.3% | $70,126-65.4% |
| Participation rate | 24.6% | 67.1%-42.6pp | 77.2%-52.6pp | 69.5%-45.0pp |
| Annual return | 15.27% | 17.55%-2.3pp | 18.95%-3.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $411 | $2,438-83.1% | $3,929-89.5% | $3,332-87.7% |
| Admin fee / account holder | $336 | $3,548-90.5% | $5,974-94.4% | $4,645-92.8% |