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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 | $51,935 | $86,949-40.3% | $102,460-49.3% | $80,959-35.8% |
| Participation rate | 31.8% | 72.4%-40.6pp | 76.5%-44.7pp | 67.7%-35.8pp |
| Annual return | 10.59% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $435 | $4,121-89.4% | $5,056-91.4% | $4,300-89.9% |
| Admin fee / account holder | $1,584 | $8,048-80.3% | $9,460-83.3% | $6,925-77.1% |