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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 | $40,724 | $91,552-55.5% | $133,956-69.6% | $79,860-49.0% |
| Participation rate | 27.3% | 73.3%-46.1pp | 79.8%-52.6pp | 69.6%-42.4pp |
| Annual return | 11.02% | 61.85%-50.8pp | 45.09%-34.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $693 | $3,733-81.4% | $5,048-86.3% | $3,740-81.5% |
| Admin fee / account holder | $2,191 | $6,321-65.3% | $8,927-75.5% | $5,306-58.7% |