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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 | $30,469 | $67,602-54.9% | $82,312-63.0% | $70,126-56.6% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 20.02% | 21.57%-1.5pp | 25.88%-5.9pp | 73.15%-53.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $869 | $2,987-70.9% | $3,706-76.6% | $3,332-73.9% |
| Admin fee / account holder | $517 | $4,512-88.5% | $5,608-90.8% | $4,645-88.9% |