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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 | $33,926 | $92,219-63.2% | $76,767-55.8% | $135,380-74.9% |
| Participation rate | 58.3% | 79.8%-21.4pp | 77.0%-18.6pp | 82.6%-24.3pp |
| Annual return | 11.03% | 5.46%+5.6pp | 2.43%+8.6pp | 519.81%-508.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,232 | $4,508-72.7% | $3,852-68.0% | $5,609-78.0% |
| Admin fee / account holder | $474 | $10,749-95.6% | $6,675-92.9% | $10,828-95.6% |