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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 | $33,612 | $101,798-67.0% | $165,071-79.6% | $80,935-58.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 20.73% | 16.73%+4.0pp | 70.17%-49.4pp | 35.66%-14.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,116 | $4,476-75.1% | $6,035-81.5% | $4,299-74.0% |
| Admin fee / account holder | $534 | $8,221-93.5% | $12,695-95.8% | $6,924-92.3% |