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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 | $33,554 | $76,551-56.2% | $123,894-72.9% | $62,881-46.6% |
| Participation rate | 43.3% | 73.0%-29.6pp | 81.4%-38.1pp | 69.3%-26.0pp |
| Annual return | 10.00% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,263 | $4,840-73.9% | $5,984-78.9% | $3,203-60.6% |
| Admin fee / account holder | $353 | $4,826-92.7% | $8,357-95.8% | $4,296-91.8% |