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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 | $39,412 | $76,407-48.4% | $150,298-73.8% | $82,448-52.2% |
| Participation rate | 35.5% | 66.4%-30.9pp | 77.8%-42.3pp | 68.1%-32.6pp |
| Annual return | 15.92% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $714 | $3,214-77.8% | $5,453-86.9% | $4,139-82.7% |
| Admin fee / account holder | $5,095 | $6,352-19.8% | $14,116-63.9% | $7,234-29.6% |