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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 | $35,610 | $95,404-62.7% | $113,397-68.6% | $82,637-56.9% |
| Participation rate | 32.3% | 72.8%-40.6pp | 76.5%-44.2pp | 68.1%-35.8pp |
| Annual return | 13.90% | 19.08%-5.2pp | 23.20%-9.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $959 | $4,220-77.3% | $5,076-81.1% | $4,126-76.8% |
| Admin fee / account holder | $1,887 | $9,168-79.4% | $11,957-84.2% | $7,339-74.3% |