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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 | $33,281 | $118,496-71.9% | $98,461-66.2% | $139,466-76.1% |
| Participation rate | 30.0% | 77.5%-47.5pp | 75.2%-45.2pp | 80.3%-50.3pp |
| Annual return | 13.63% | 18.96%-5.3pp | 21.17%-7.5pp | 373.66%-360.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $415 | $5,393-92.3% | $4,738-91.2% | $6,712-93.8% |
| Admin fee / account holder | $7,975 | $14,056-43.3% | $8,961-11.0% | $11,409-30.1% |