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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 | $30,667 | $65,027-52.8% | $90,970-66.3% | $79,852-61.6% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 14.32% | 30.45%-16.1pp | 134.58%-120.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $161 | $2,512-93.6% | $3,373-95.2% | $3,740-95.7% |
| Admin fee / account holder | $493 | $4,535-89.1% | $5,960-91.7% | $5,306-90.7% |