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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 | $38,923 | $96,558-59.7% | $80,977-51.9% | $273,972-85.8% |
| Participation rate | 28.6% | 79.1%-50.5pp | 75.8%-47.2pp | 83.0%-54.4pp |
| Annual return | 9.02% | 15.14%-6.1pp | 17.11%-8.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,436 | $6,598-78.2% | $5,696-74.8% | $5,287-72.8% |
| Admin fee / account holder | $8,649 | $7,493+15.4% | $5,517+56.8% | $10,133-14.6% |