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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 | $17,051 | $77,638-78.0% | $156,551-89.1% | $62,881-72.9% |
| Participation rate | 38.5% | 71.2%-32.7pp | 84.0%-45.6pp | 69.3%-30.8pp |
| Annual return | 7.54% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $372 | $3,046-87.8% | $4,871-92.4% | $3,203-88.4% |
| Admin fee / account holder | $3,535 | $5,561-36.4% | $13,028-72.9% | $4,296-17.7% |