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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 | $31,965 | $88,707-64.0% | $74,185-56.9% | $273,970-88.3% |
| Participation rate | 38.1% | 79.4%-41.4pp | 76.6%-38.5pp | 83.0%-44.9pp |
| Annual return | 8.93% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $936 | $4,212-77.8% | $3,550-73.6% | $5,287-82.3% |
| Admin fee / account holder | $3,925 | $8,717-55.0% | $5,586-29.7% | $10,132-61.3% |