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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 | $33,313 | $56,287-40.8% | $80,977-58.9% | $62,881-47.0% |
| Participation rate | 51.4% | 68.9%-17.6pp | 75.8%-24.5pp | 69.3%-18.0pp |
| Annual return | 6.78% | 22.13%-15.3pp | 17.11%-10.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $981 | $4,196-76.6% | $5,696-82.8% | $3,203-69.4% |
| Admin fee / account holder | $3,410 | $3,742-8.9% | $5,517-38.2% | $4,296-20.6% |