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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 | $66,524 | $87,132-23.7% | $105,624-37.0% | $80,959-17.8% |
| Participation rate | 23.4% | 70.4%-47.1pp | 75.3%-51.9pp | 67.7%-44.3pp |
| Annual return | 10.69% | 17.03%-6.3pp | 116.20%-105.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $703 | $3,985-82.4% | $5,013-86.0% | $4,300-83.7% |
| Admin fee / account holder | $543 | $8,449-93.6% | $10,961-95.0% | $6,925-92.2% |