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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 | $41,129 | $87,132-52.8% | $105,624-61.1% | $80,959-49.2% |
| Participation rate | 29.0% | 70.4%-41.4pp | 75.3%-46.2pp | 67.7%-38.6pp |
| Annual return | 15.50% | 17.03%-1.5pp | 116.20%-100.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $371 | $3,985-90.7% | $5,013-92.6% | $4,300-91.4% |
| Admin fee / account holder | $2,434 | $8,449-71.2% | $10,961-77.8% | $6,925-64.9% |