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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 | $29,452 | $56,894-48.2% | $84,753-65.2% | $62,881-53.2% |
| Participation rate | 38.1% | 68.5%-30.4pp | 76.6%-38.5pp | 69.3%-31.2pp |
| Annual return | 6.16% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $948 | $2,709-65.0% | $3,712-74.5% | $3,203-70.4% |
| Admin fee / account holder | $1,100 | $3,581-69.3% | $5,333-79.4% | $4,296-74.4% |