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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 | $31,626 | $99,633-68.3% | $183,328-82.7% | $82,448-61.6% |
| Participation rate | 30.3% | 70.8%-40.5pp | 77.3%-47.0pp | 68.1%-37.8pp |
| Annual return | 16.03% | 17.84%-1.8pp | 29.67%-13.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,742 | $4,938-64.7% | $6,795-74.4% | $4,139-57.9% |
| Admin fee / account holder | $2,033 | $9,934-79.5% | $21,427-90.5% | $7,234-71.9% |