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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 | $38,043 | $86,940-56.2% | $102,434-62.9% | $80,935-53.0% |
| Participation rate | 15.6% | 72.4%-56.8pp | 76.5%-61.0pp | 67.7%-52.1pp |
| Annual return | 13.96% | 18.89%-4.9pp | 29.46%-15.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $154 | $4,121-96.3% | $5,055-96.9% | $4,299-96.4% |
| Admin fee / account holder | $2,389 | $8,047-70.3% | $9,462-74.8% | $6,924-65.5% |