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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 | $26,925 | $53,128-49.3% | $86,582-68.9% | $70,126-61.6% |
| Participation rate | 39.2% | 65.3%-26.1pp | 73.5%-34.3pp | 69.5%-30.3pp |
| Annual return | 13.58% | 27.66%-14.1pp | 965.08%-951.5pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $439 | $2,695-83.7% | $3,609-87.8% | $3,332-86.8% |
| Admin fee / account holder | $344 | $3,584-90.4% | $4,904-93.0% | $4,645-92.6% |