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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 | $36,296 | $87,106-58.3% | $105,607-65.6% | $80,935-55.2% |
| Participation rate | 34.3% | 70.4%-36.2pp | 75.3%-41.0pp | 67.7%-33.4pp |
| Annual return | 12.34% | 17.01%-4.7pp | 116.11%-103.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $377 | $3,986-90.5% | $5,011-92.5% | $4,299-91.2% |
| Admin fee / account holder | $362 | $8,447-95.7% | $10,958-96.7% | $6,924-94.8% |