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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 | $38,158 | $106,864-64.3% | $147,318-74.1% | $82,637-53.8% |
| Participation rate | 34.4% | 75.5%-41.1pp | 82.1%-47.7pp | 68.1%-33.7pp |
| Annual return | 17.36% | 27.49%-10.1pp | 70.43%-53.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,792 | $6,496-72.4% | $7,906-77.3% | $4,126-56.6% |
| Admin fee / account holder | $2,009 | $8,415-76.1% | $13,708-85.3% | $7,339-72.6% |