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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 | $30,612 | $59,440-48.5% | $78,004-60.8% | $82,637-63.0% |
| Participation rate | 23.7% | 62.8%-39.1pp | 69.4%-45.8pp | 68.1%-44.4pp |
| Annual return | 24.61% | 40.24%-15.6pp | 31.07%-6.5pp | 53.51%-28.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,018 | $3,138-67.6% | $4,092-75.1% | $4,126-75.3% |
| Admin fee / account holder | $452 | $5,504-91.8% | $7,578-94.0% | $7,339-93.8% |