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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 | $34,083 | $78,027-56.3% | $178,528-80.9% | $80,925-57.9% |
| Participation rate | 26.2% | 65.7%-39.4pp | 77.1%-50.9pp | 67.7%-41.4pp |
| Annual return | 11.30% | 18.09%-6.8pp | 27.11%-15.8pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $971 | $4,408-78.0% | $6,278-84.5% | $4,299-77.4% |
| Admin fee / account holder | $2,694 | $7,168-62.4% | $10,419-74.1% | $6,940-61.2% |