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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 | $32,910 | $76,551-57.0% | $123,894-73.4% | $62,881-47.7% |
| Participation rate | 9.9% | 73.0%-63.1pp | 81.4%-71.5pp | 69.3%-59.4pp |
| Annual return | 26.83% | 18.68%+8.2pp | 47.52%-20.7pp | 20.14%+6.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,037 | $4,840-78.6% | $5,984-82.7% | $3,203-67.6% |
| Admin fee / account holder | $2,181 | $4,826-54.8% | $8,357-73.9% | $4,296-49.2% |