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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 | $35,146 | $83,485-57.9% | $125,192-71.9% | $72,975-51.8% |
| Participation rate | 51.0% | 73.3%-22.3pp | 79.8%-28.8pp | 69.5%-18.5pp |
| Annual return | 23.43% | 25.77%-2.3pp | 43.79%-20.4pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,363 | $3,586-62.0% | $4,937-72.4% | $3,608-62.2% |
| Admin fee / account holder | $2,587 | $5,518-53.1% | $9,704-73.3% | $5,124-49.5% |