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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 | $34,270 | $53,774-36.3% | $134,162-74.5% | $79,852-57.1% |
| Participation rate | 17.2% | 58.8%-41.5pp | 72.2%-54.9pp | 69.6%-52.4pp |
| Annual return | 11.82% | 19.01%-7.2pp | 36.35%-24.5pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $108 | $2,420-95.5% | $3,500-96.9% | $3,740-97.1% |
| Admin fee / account holder | $333 | $3,985-91.6% | $6,685-95.0% | $5,306-93.7% |