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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 | $34,770 | $77,472-55.1% | $100,415-65.4% | $80,959-57.1% |
| Participation rate | 43.2% | 76.9%-33.7pp | 81.5%-38.3pp | 67.7%-24.4pp |
| Annual return | 12.38% | 37.26%-24.9pp | 49.47%-37.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $796 | $6,818-88.3% | $8,091-90.2% | $4,300-81.5% |
| Admin fee / account holder | $670 | $5,885-88.6% | $7,906-91.5% | $6,925-90.3% |