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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 | $34,276 | $91,559-62.6% | $133,959-74.4% | $79,858-57.1% |
| Participation rate | 41.7% | 73.3%-31.7pp | 79.8%-38.2pp | 69.6%-28.0pp |
| Annual return | 16.74% | 61.85%-45.1pp | 45.09%-28.4pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $770 | $3,734-79.4% | $5,047-84.8% | $3,740-79.4% |
| Admin fee / account holder | $2,136 | $6,321-66.2% | $8,928-76.1% | $5,306-59.7% |