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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 | $39,277 | $63,949-38.6% | $129,031-69.6% | $94,015-58.2% |
| Participation rate | 3.0% | 63.4%-60.4pp | 73.4%-70.3pp | 70.8%-67.8pp |
| Annual return | 13.53% | 17.56%-4.0pp | 34.67%-21.1pp | 17.84%-4.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $80 | $3,686-97.8% | $5,217-98.5% | $4,249-98.1% |
| Admin fee / account holder | $2,091 | $5,523-62.1% | $13,208-84.2% | $8,951-76.6% |