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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 | $31,787 | $56,287-43.5% | $80,977-60.7% | $62,881-49.4% |
| Participation rate | 47.5% | 68.9%-21.4pp | 75.8%-28.3pp | 69.3%-21.8pp |
| Annual return | 8.06% | 22.13%-14.1pp | 17.11%-9.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $439 | $4,196-89.5% | $5,696-92.3% | $3,203-86.3% |
| Admin fee / account holder | $311 | $3,742-91.7% | $5,517-94.4% | $4,296-92.8% |