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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 | $28,633 | $71,215-59.8% | $93,696-69.4% | $80,935-64.6% |
| Participation rate | 32.0% | 60.4%-28.4pp | 68.7%-36.7pp | 67.7%-35.7pp |
| Annual return | 10.14% | 11.27%-1.1pp | 133.74%-123.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,033 | $4,037-74.4% | $4,417-76.6% | $4,299-76.0% |
| Admin fee / account holder | $4,581 | $6,958-34.2% | $8,287-44.7% | $6,924-33.8% |