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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 | $34,232 | $88,707-61.4% | $74,184-53.9% | $273,972-87.5% |
| Participation rate | 27.3% | 79.4%-52.2pp | 76.6%-49.3pp | 83.0%-55.7pp |
| Annual return | 3.69% | 11.94%-8.3pp | 17.74%-14.0pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $951 | $4,212-77.4% | $3,550-73.2% | $5,287-82.0% |
| Admin fee / account holder | $20,520 | $8,717+135.4% | $5,586+267.4% | $10,133+102.5% |