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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 | $34,723 | $126,661-72.6% | $113,397-69.4% | $138,895-75.0% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.5%-46.5pp | 79.9%-49.9pp |
| Annual return | 16.07% | 25.05%-9.0pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $654 | $5,693-88.5% | $5,076-87.1% | $6,396-89.8% |
| Admin fee / account holder | $3,291 | $14,549-77.4% | $11,957-72.5% | $12,562-73.8% |