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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 | $30,633 | $81,331-62.3% | $155,534-80.3% | $80,935-62.2% |
| Participation rate | 19.4% | 66.3%-46.9pp | 78.2%-58.9pp | 67.7%-48.3pp |
| Annual return | 25.99% | 33.37%-7.4pp | 64.92%-38.9pp | 35.66%-9.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $874 | $3,454-74.7% | $5,630-84.5% | $4,299-79.7% |
| Admin fee / account holder | $388 | $7,999-95.2% | $15,900-97.6% | $6,924-94.4% |