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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 | $23,869 | $90,486-73.6% | $78,676-69.7% | $273,972-91.3% |
| Participation rate | 38.1% | 76.5%-38.4pp | 73.6%-35.5pp | 83.0%-44.9pp |
| Annual return | 6.44% | 75.62%-69.2pp | 62.19%-55.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $423 | $3,901-89.2% | $3,517-88.0% | $5,287-92.0% |
| Admin fee / account holder | $1,259 | $5,263-76.1% | $4,510-72.1% | $10,133-87.6% |