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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 | $34,188 | $86,940-60.7% | $102,434-66.6% | $80,935-57.8% |
| Participation rate | 24.4% | 72.4%-47.9pp | 76.5%-52.1pp | 67.7%-43.2pp |
| Annual return | 11.62% | 18.89%-7.3pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $434 | $4,121-89.5% | $5,055-91.4% | $4,299-89.9% |
| Admin fee / account holder | $4,231 | $8,047-47.4% | $9,462-55.3% | $6,924-38.9% |