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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 | $31,202 | $77,962-60.0% | $178,540-82.5% | $80,935-61.4% |
| Participation rate | 2.7% | 65.7%-63.0pp | 77.1%-74.4pp | 67.7%-65.0pp |
| Annual return | 18.63% | 18.10%+0.5pp | 27.15%-8.5pp | 35.66%-17.0pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $354 | $4,404-92.0% | $6,281-94.4% | $4,299-91.8% |
| Admin fee / account holder | $7,252 | $7,156+1.3% | $10,424-30.4% | $6,924+4.7% |