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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 | $34,057 | $81,446-58.2% | $103,374-67.1% | $80,874-57.9% |
| Participation rate | 35.0% | 66.9%-31.9pp | 74.5%-39.5pp | 67.6%-32.6pp |
| Annual return | 10.55% | 25.57%-15.0pp | 24.89%-14.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,275 | $3,870-67.1% | $5,058-74.8% | $4,297-70.3% |
| Admin fee / account holder | $2,492 | $6,715-62.9% | $8,394-70.3% | $6,935-64.1% |