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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 | $32,834 | $86,940-62.2% | $102,434-67.9% | $80,935-59.4% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.7%-15.5pp |
| Annual return | 13.06% | 18.89%-5.8pp | 29.46%-16.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,190 | $4,121-71.1% | $5,055-76.4% | $4,299-72.3% |
| Admin fee / account holder | $585 | $8,047-92.7% | $9,462-93.8% | $6,924-91.5% |