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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 | $30,969 | $127,100-75.6% | $105,738-70.7% | $135,379-77.1% |
| Participation rate | 28.6% | 82.7%-54.1pp | 76.3%-47.8pp | 82.6%-54.1pp |
| Annual return | 3.74% | 4.49%-0.8pp | 6.27%-2.5pp | 519.79%-516.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $569 | $5,064-88.8% | $4,080-86.1% | $5,609-89.9% |
| Admin fee / account holder | $5,809 | $9,087-36.1% | $6,913-16.0% | $10,828-46.3% |