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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 | $31,749 | $76,551-58.5% | $123,894-74.4% | $62,881-49.5% |
| Participation rate | 57.6% | 73.0%-15.4pp | 81.4%-23.8pp | 69.3%-11.7pp |
| Annual return | 7.87% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,789 | $4,840-63.0% | $5,984-70.1% | $3,203-44.2% |
| Admin fee / account holder | $1,361 | $4,826-71.8% | $8,357-83.7% | $4,296-68.3% |