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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 | $31,287 | $54,757-42.9% | $90,300-65.4% | $72,983-57.1% |
| Participation rate | 7.4% | 65.1%-57.8pp | 73.3%-65.9pp | 69.5%-62.1pp |
| Annual return | 24.10% | 30.63%-6.5pp | 78.11%-54.0pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $477 | $2,887-83.5% | $3,884-87.7% | $3,608-86.8% |
| Admin fee / account holder | $2,165 | $3,972-45.5% | $5,353-59.6% | $5,124-57.8% |