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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 | $28,086 | $78,015-64.0% | $178,505-84.3% | $80,959-65.3% |
| Participation rate | 40.4% | 65.7%-25.3pp | 77.1%-36.7pp | 67.7%-27.3pp |
| Annual return | 15.70% | 18.10%-2.4pp | 27.16%-11.5pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $773 | $4,406-82.5% | $6,280-87.7% | $4,300-82.0% |
| Admin fee / account holder | $3,988 | $7,160-44.3% | $10,428-61.8% | $6,925-42.4% |