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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 | $23,161 | $56,287-58.9% | $80,977-71.4% | $62,881-63.2% |
| Participation rate | 29.4% | 68.9%-39.5pp | 75.8%-46.4pp | 69.3%-39.9pp |
| Annual return | 8.39% | 22.13%-13.7pp | 17.11%-8.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $796 | $4,196-81.0% | $5,696-86.0% | $3,203-75.2% |
| Admin fee / account holder | $3,401 | $3,742-9.1% | $5,517-38.3% | $4,296-20.8% |