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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 | $34,211 | $92,219-62.9% | $76,768-55.4% | $135,379-74.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 2.46% | 5.46%-3.0pp | 2.43%0pp | 519.79%-517.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $623 | $4,508-86.2% | $3,852-83.8% | $5,609-88.9% |
| Admin fee / account holder | $12,627 | $10,749+17.5% | $6,675+89.2% | $10,828+16.6% |