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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 | $43,233 | $77,817-44.4% | $123,553-65.0% | $64,173-32.6% |
| Participation rate | 32.9% | 74.7%-41.8pp | 82.3%-49.4pp | 69.6%-36.7pp |
| Annual return | 6.45% | 12.49%-6.0pp | 119.21%-112.8pp | 7.63%-1.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,667 | $5,240-68.2% | $6,426-74.1% | $3,470-52.0% |
| Admin fee / account holder | $9,584 | $5,519+73.7% | $9,284+3.2% | $4,887+96.1% |