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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 | $33,384 | $95,453-65.0% | $112,040-70.2% | $82,448-59.5% |
| Participation rate | 23.9% | 72.8%-48.8pp | 76.5%-52.6pp | 68.1%-44.2pp |
| Annual return | 15.56% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $736 | $4,224-82.6% | $5,098-85.6% | $4,139-82.2% |
| Admin fee / account holder | $4,566 | $9,013-49.3% | $12,098-62.3% | $7,234-36.9% |