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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 | $31,318 | $87,166-64.1% | $76,735-59.2% | $137,256-77.2% |
| Participation rate | 13.3% | 74.4%-61.0pp | 69.5%-56.2pp | 80.0%-66.6pp |
| Annual return | 17.33% | 26.50%-9.2pp | 29.77%-12.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $488 | $4,726-89.7% | $4,088-88.1% | $6,407-92.4% |
| Admin fee / account holder | $2,825 | $8,403-66.4% | $7,189-60.7% | $12,270-77.0% |