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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 | $25,387 | $72,273-64.9% | $101,275-74.9% | $79,856-68.2% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 16.61% | 22.30%-5.7pp | 46.48%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $843 | $3,282-74.3% | $4,371-80.7% | $3,741-77.5% |
| Admin fee / account holder | $513 | $4,401-88.3% | $5,948-91.4% | $5,306-90.3% |