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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 | $36,139 | $87,037-58.5% | $106,201-66.0% | $80,874-55.3% |
| Participation rate | 19.0% | 70.4%-51.4pp | 75.3%-56.2pp | 67.6%-48.6pp |
| Annual return | 11.49% | 17.05%-5.6pp | 116.26%-104.8pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $718 | $3,986-82.0% | $5,012-85.7% | $4,297-83.3% |
| Admin fee / account holder | $1,565 | $8,434-81.4% | $11,039-85.8% | $6,935-77.4% |