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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 | $31,947 | $86,949-63.3% | $102,460-68.8% | $80,959-60.5% |
| Participation rate | 34.5% | 72.4%-37.9pp | 76.5%-42.0pp | 67.7%-33.2pp |
| Annual return | 11.05% | 18.89%-7.8pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,533 | $4,121-62.8% | $5,056-69.7% | $4,300-64.3% |
| Admin fee / account holder | $11,567 | $8,048+43.7% | $9,460+22.3% | $6,925+67.0% |