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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 | $24,291 | $71,353-66.0% | $92,805-73.8% | $86,983-72.1% |
| Participation rate | 33.8% | 80.9%-47.0pp | 83.5%-49.7pp | 69.5%-35.7pp |
| Annual return | 23.24% | 44.68%-21.4pp | 31.59%-8.3pp | 25.83%-2.6pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,454 | $6,966-64.8% | $8,448-71.0% | $4,194-41.5% |
| Admin fee / account holder | $6,454 | $6,099+5.8% | $10,911-40.8% | $7,856-17.8% |