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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 | $25,240 | $58,493-56.9% | $84,023-70.0% | $72,976-65.4% |
| Participation rate | 30.6% | 61.2%-30.6pp | 69.0%-38.4pp | 69.5%-38.8pp |
| Annual return | 19.32% | 28.93%-9.6pp | 71.32%-52.0pp | 81.02%-61.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $497 | $2,394-79.2% | $3,239-84.7% | $3,608-86.2% |
| Admin fee / account holder | $404 | $4,569-91.2% | $6,102-93.4% | $5,124-92.1% |