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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 | $38,998 | $81,487-52.1% | $102,412-61.9% | $80,935-51.8% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 15.82% | 25.60%-9.8pp | 24.94%-9.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,046 | $3,871-73.0% | $5,060-79.3% | $4,299-75.7% |
| Admin fee / account holder | $519 | $6,717-92.3% | $8,388-93.8% | $6,924-92.5% |