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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 | $34,487 | $86,922-60.3% | $102,438-66.3% | $80,874-57.4% |
| Participation rate | 34.5% | 72.4%-37.8pp | 76.5%-41.9pp | 67.6%-33.1pp |
| Annual return | 11.16% | 18.90%-7.7pp | 29.37%-18.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,055 | $4,119-74.4% | $5,054-79.1% | $4,297-75.4% |
| Admin fee / account holder | $342 | $8,050-95.7% | $9,448-96.4% | $6,935-95.1% |