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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 | $32,883 | $45,343-27.5% | $150,298-78.1% | $67,986-51.6% |
| Participation rate | 7.1% | 51.9%-44.7pp | 77.8%-70.6pp | 57.2%-50.1pp |
| Annual return | 13.39% | 33.28%-19.9pp | 62.79%-49.4pp | 31.67%-18.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $427 | $2,055-79.2% | $5,453-92.2% | $3,358-87.3% |
| Admin fee / account holder | $427 | $2,250-81.0% | $14,116-97.0% | $3,203-86.7% |