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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 | $35,017 | $81,446-57.0% | $103,374-66.1% | $80,874-56.7% |
| Participation rate | 10.2% | 66.9%-56.7pp | 74.5%-64.3pp | 67.6%-57.5pp |
| Annual return | 19.40% | 25.57%-6.2pp | 24.89%-5.5pp | 35.62%-16.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,099 | $3,870-71.6% | $5,058-78.3% | $4,297-74.4% |
| Admin fee / account holder | $42,465 | $6,715+532.4% | $8,394+405.9% | $6,935+512.3% |