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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 | $29,747 | $93,064-68.0% | $74,577-60.1% | $273,972-89.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 3.11% | 26.18%-23.1pp | 20.47%-17.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $81 | $3,160-97.4% | $2,525-96.8% | $4,869-98.3% |
| Participant deferral / active EE | $111 | $4,160-97.3% | $3,458-96.8% | $5,287-97.9% |
| Admin fee / account holder | $2,485 | $5,273-52.9% | $4,138-39.9% | $10,133-75.5% |