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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 | $35,319 | $76,834-54.0% | $108,359-67.4% | $87,485-59.6% |
| Participation rate | 22.4% | 61.7%-39.3pp | 70.1%-47.7pp | 68.9%-46.5pp |
| Annual return | 14.44% | 19.09%-4.7pp | 36.89%-22.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,267 | $3,100-59.1% | $4,137-69.4% | $4,274-70.4% |
| Admin fee / account holder | $2,466 | $6,537-62.3% | $9,741-74.7% | $7,775-68.3% |