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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 | $32,992 | $86,949-62.1% | $102,460-67.8% | $80,959-59.2% |
| Participation rate | 18.8% | 72.4%-53.6pp | 76.5%-57.8pp | 67.7%-48.9pp |
| Annual return | 11.98% | 18.89%-6.9pp | 29.47%-17.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,495 | $4,121-63.7% | $5,056-70.4% | $4,300-65.2% |
| Admin fee / account holder | $2,309 | $8,048-71.3% | $9,460-75.6% | $6,925-66.7% |