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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 | $29,367 | $72,269-59.4% | $101,271-71.0% | $79,852-63.2% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 13.50% | 22.29%-8.8pp | 46.48%-33.0pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $590 | $3,282-82.0% | $4,371-86.5% | $3,740-84.2% |
| Admin fee / account holder | $945 | $4,401-78.5% | $5,948-84.1% | $5,306-82.2% |