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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 | $29,602 | $53,774-45.0% | $134,162-77.9% | $79,852-62.9% |
| Participation rate | 10.3% | 58.8%-48.4pp | 72.2%-61.8pp | 69.6%-59.3pp |
| Annual return | 29.66% | 19.01%+10.7pp | 36.35%-6.7pp | 31.72%-2.1pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $179 | $2,420-92.6% | $3,500-94.9% | $3,740-95.2% |
| Admin fee / account holder | $344 | $3,985-91.4% | $6,685-94.9% | $5,306-93.5% |