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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 | $31,156 | $62,672-50.3% | $185,117-83.2% | $70,126-55.6% |
| Participation rate | 33.3% | 63.8%-30.4pp | 77.3%-43.9pp | 69.5%-36.2pp |
| Annual return | 17.93% | 40.79%-22.9pp | 40.50%-22.6pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $789 | $3,272-75.9% | $5,045-84.4% | $3,332-76.3% |
| Admin fee / account holder | $663 | $3,932-83.1% | $8,159-91.9% | $4,645-85.7% |