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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 | $86,050-54.2% | $189,758-79.2% | $94,015-58.1% |
| Participation rate | 35.5% | 68.9%-33.4pp | 79.8%-44.3pp | 70.8%-35.3pp |
| Annual return | 15.92% | 17.77%-1.9pp | 52.62%-36.7pp | 17.84%-1.9pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $714 | $3,349-78.7% | $5,856-87.8% | $4,249-83.2% |
| Admin fee / account holder | $5,095 | $6,627-23.1% | $20,388-75.0% | $8,951-43.1% |