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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 | $25,742 | $71,353-63.9% | $92,805-72.3% | $86,983-70.4% |
| Participation rate | 21.9% | 80.9%-59.0pp | 83.5%-61.6pp | 69.5%-47.7pp |
| Annual return | 16.52% | 44.68%-28.2pp | 31.59%-15.1pp | 25.83%-9.3pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $496 | $6,966-92.9% | $8,448-94.1% | $4,194-88.2% |
| Admin fee / account holder | $406 | $6,099-93.3% | $10,911-96.3% | $7,856-94.8% |