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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 | $31,773 | $86,050-63.1% | $189,758-83.3% | $94,015-66.2% |
| Participation rate | 16.9% | 68.9%-52.0pp | 79.8%-62.9pp | 70.8%-54.0pp |
| Annual return | 11.53% | 17.77%-6.2pp | 52.62%-41.1pp | 17.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $335 | $3,349-90.0% | $5,856-94.3% | $4,249-92.1% |
| Admin fee / account holder | $423 | $6,627-93.6% | $20,388-97.9% | $8,951-95.3% |