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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 | $100,784-68.6% | $191,597-83.5% | $82,637-61.7% |
| Participation rate | 30.3% | 70.5%-40.2pp | 76.9%-46.6pp | 68.1%-37.8pp |
| Annual return | 16.03% | 18.13%-2.1pp | 27.07%-11.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $5,025-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,742 | $4,937-64.7% | $6,850-74.6% | $4,126-57.8% |
| Admin fee / account holder | $2,033 | $10,062-79.8% | $22,799-91.1% | $7,339-72.3% |