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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 | $27,596 | $72,272-61.8% | $101,264-72.7% | $79,858-65.4% |
| Participation rate | 23.3% | 68.5%-45.1pp | 75.8%-52.5pp | 69.6%-46.3pp |
| Annual return | 11.85% | 22.30%-10.4pp | 46.48%-34.6pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $637 | $3,282-80.6% | $4,370-85.4% | $3,740-83.0% |
| Admin fee / account holder | $465 | $4,401-89.4% | $5,947-92.2% | $5,306-91.2% |