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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 | $33,920 | $101,798-66.7% | $165,071-79.5% | $80,935-58.1% |
| Participation rate | 40.5% | 71.8%-31.3pp | 78.6%-38.1pp | 67.7%-27.1pp |
| Annual return | 14.55% | 16.73%-2.2pp | 70.17%-55.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,875 | $4,476-58.1% | $6,035-68.9% | $4,299-56.4% |
| Admin fee / account holder | $659 | $8,221-92.0% | $12,695-94.8% | $6,924-90.5% |