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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 | $31,239 | $103,393-69.8% | $87,103-64.1% | $152,909-79.6% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.9%-15.0pp | 82.5%-20.6pp |
| Annual return | 10.88% | 28.10%-17.2pp | 28.19%-17.3pp | 345.46%-334.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,048 | $4,778-78.1% | $4,049-74.1% | $5,851-82.1% |
| Admin fee / account holder | $695 | $12,195-94.3% | $7,491-90.7% | $11,601-94.0% |