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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 | $33,127 | $73,787-55.1% | $98,716-66.4% | $82,448-59.8% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 15.55% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,048 | $3,081-66.0% | $4,048-74.1% | $4,139-74.7% |
| Admin fee / account holder | $1,303 | $6,500-79.9% | $8,703-85.0% | $7,234-82.0% |