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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 | $35,120 | $106,864-67.1% | $147,318-76.2% | $82,637-57.5% |
| Participation rate | 24.3% | 75.5%-51.2pp | 82.1%-57.7pp | 68.1%-43.7pp |
| Annual return | 14.97% | 27.49%-12.5pp | 70.43%-55.5pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,701 | $6,496-73.8% | $7,906-78.5% | $4,126-58.8% |
| Admin fee / account holder | $3,232 | $8,415-61.6% | $13,708-76.4% | $7,339-56.0% |