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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 | $47,532 | $78,672-39.6% | $109,163-56.5% | $85,856-44.6% |
| Participation rate | 31.4% | 68.3%-36.8pp | 75.9%-44.5pp | 69.3%-37.9pp |
| Annual return | 14.52% | 25.09%-10.6pp | 25.75%-11.2pp | 318.58%-304.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $602 | $3,467-82.6% | $4,654-87.1% | $3,952-84.8% |
| Admin fee / account holder | $595 | $5,470-89.1% | $6,754-91.2% | $6,261-90.5% |