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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 | $32,435 | $59,804-45.8% | $81,982-60.4% | $79,856-59.4% |
| Participation rate | 23.9% | 61.6%-37.7pp | 69.3%-45.3pp | 69.6%-45.7pp |
| Annual return | 17.36% | 17.56%-0.2pp | 41.31%-24.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $423 | $1,713-75.3% | $2,498-83.1% | $2,471-82.9% |
| Participant deferral / active EE | $922 | $2,695-65.8% | $3,722-75.2% | $3,741-75.4% |
| Admin fee / account holder | $4,092 | $4,288-4.6% | $5,665-27.8% | $5,306-22.9% |