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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 | $29,706 | $106,749-72.2% | $145,433-79.6% | $82,448-64.0% |
| Participation rate | 30.0% | 75.6%-45.6pp | 82.1%-52.1pp | 68.1%-38.1pp |
| Annual return | 21.97% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,403 | $6,519-78.5% | $7,897-82.2% | $4,139-66.1% |
| Admin fee / account holder | $2,077 | $8,390-75.2% | $13,129-84.2% | $7,234-71.3% |