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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 | $24,373 | $56,110-56.6% | $94,993-74.3% | $70,126-65.2% |
| Participation rate | 32.9% | 65.0%-32.1pp | 73.9%-41.0pp | 69.5%-36.6pp |
| Annual return | 17.07% | 51.02%-34.0pp | 27.14%-10.1pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $863 | $2,391-63.9% | $3,317-74.0% | $3,332-74.1% |
| Admin fee / account holder | $3,558 | $3,456+2.9% | $4,960-28.3% | $4,645-23.4% |