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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 | $33,604 | $91,559-63.3% | $133,971-74.9% | $79,852-57.9% |
| Participation rate | 21.7% | 73.3%-51.6pp | 79.8%-58.1pp | 69.6%-47.9pp |
| Annual return | 15.82% | 61.85%-46.0pp | 45.09%-29.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $750 | $3,734-79.9% | $5,047-85.1% | $3,740-80.0% |
| Admin fee / account holder | $518 | $6,321-91.8% | $8,929-94.2% | $5,306-90.2% |