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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 | $38,971 | $101,950-61.8% | $125,529-69.0% | $86,983-55.2% |
| Participation rate | 26.8% | 70.2%-43.3pp | 74.7%-47.9pp | 69.5%-42.7pp |
| Annual return | 11.97% | 18.29%-6.3pp | 202.56%-190.6pp | 25.83%-13.9pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $443 | $3,862-88.5% | $4,813-90.8% | $4,194-89.4% |
| Admin fee / account holder | $609 | $12,791-95.2% | $16,298-96.3% | $7,856-92.2% |