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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 | $29,225 | $48,364-39.6% | $71,796-59.3% | $62,881-53.5% |
| Participation rate | 31.2% | 60.6%-29.5pp | 69.1%-37.9pp | 69.3%-38.1pp |
| Annual return | 5.98% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $568 | $2,091-72.9% | $2,794-79.7% | $3,203-82.3% |
| Admin fee / account holder | $1,815 | $3,771-51.9% | $4,815-62.3% | $4,296-57.7% |