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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 | $28,013 | $72,272-61.2% | $101,264-72.3% | $79,858-64.9% |
| Participation rate | 6.1% | 68.5%-62.4pp | 75.8%-69.7pp | 69.6%-63.6pp |
| Annual return | 17.20% | 22.30%-5.1pp | 46.48%-29.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $231 | $3,282-93.0% | $4,370-94.7% | $3,740-93.8% |
| Admin fee / account holder | $1,389 | $4,401-68.4% | $5,947-76.6% | $5,306-73.8% |