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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 | $36,115 | $86,922-58.5% | $102,438-64.7% | $80,874-55.3% |
| Participation rate | 41.9% | 72.4%-30.5pp | 76.5%-34.6pp | 67.6%-25.8pp |
| Annual return | 11.69% | 18.90%-7.2pp | 29.37%-17.7pp | 35.62%-23.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,638 | $4,119-60.2% | $5,054-67.6% | $4,297-61.9% |
| Admin fee / account holder | $4,185 | $8,050-48.0% | $9,448-55.7% | $6,935-39.6% |