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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 | $86,938-63.3% | $102,423-68.8% | $80,925-60.5% |
| Participation rate | 34.5% | 72.4%-37.9pp | 76.5%-42.0pp | 67.7%-33.2pp |
| Annual return | 11.05% | 18.89%-7.8pp | 29.42%-18.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,533 | $4,120-62.8% | $5,054-69.7% | $4,299-64.3% |
| Admin fee / account holder | $11,567 | $8,053+43.6% | $9,455+22.3% | $6,940+66.7% |