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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 | $30,791 | $73,787-58.3% | $98,716-68.8% | $82,448-62.7% |
| Participation rate | 35.7% | 61.4%-25.7pp | 69.3%-33.6pp | 68.1%-32.4pp |
| Annual return | 12.88% | 18.57%-5.7pp | 31.81%-18.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $873 | $3,081-71.7% | $4,048-78.4% | $4,139-78.9% |
| Admin fee / account holder | $1,629 | $6,500-74.9% | $8,703-81.3% | $7,234-77.5% |