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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 | $31,498 | $72,273-56.4% | $101,275-68.9% | $79,856-60.6% |
| Participation rate | 20.4% | 68.5%-48.1pp | 75.8%-55.4pp | 69.6%-49.2pp |
| Annual return | 17.31% | 22.30%-5.0pp | 46.48%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $786 | $3,282-76.0% | $4,371-82.0% | $3,741-79.0% |
| Admin fee / account holder | $379 | $4,401-91.4% | $5,948-93.6% | $5,306-92.9% |