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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 | $31,369 | $110,379-71.6% | $102,412-69.4% | $145,884-78.5% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 11.19% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,145 | $5,622-79.6% | $5,060-77.4% | $6,690-82.9% |
| Admin fee / account holder | $602 | $9,745-93.8% | $8,388-92.8% | $13,392-95.5% |