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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 | $30,825 | $86,050-64.2% | $189,758-83.8% | $94,015-67.2% |
| Participation rate | 36.7% | 68.9%-32.2pp | 79.8%-43.1pp | 70.8%-34.1pp |
| Annual return | 13.06% | 17.77%-4.7pp | 52.62%-39.6pp | 17.84%-4.8pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $971 | $3,349-71.0% | $5,856-83.4% | $4,249-77.2% |
| Admin fee / account holder | $3,303 | $6,627-50.2% | $20,388-83.8% | $8,951-63.1% |