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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 | $32,229 | $94,031-65.7% | $115,768-72.2% | $82,448-60.9% |
| Participation rate | 17.6% | 70.4%-52.9pp | 74.4%-56.8pp | 68.1%-50.5pp |
| Annual return | 17.51% | 20.61%-3.1pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $829 | $3,972-79.1% | $4,917-83.1% | $4,139-80.0% |
| Admin fee / account holder | $1,803 | $10,249-82.4% | $12,439-85.5% | $7,234-75.1% |