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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 | $52,028 | $75,058-30.7% | $152,301-65.8% | $64,340-19.1% |
| Participation rate | 29.7% | 60.9%-31.2pp | 82.4%-52.7pp | 55.2%-25.5pp |
| Annual return | 14.81% | 29.93%-15.1pp | 80.50%-65.7pp | 24.14%-9.3pp |
| Employer contribution / active EE | $557 | $2,605-78.6% | $4,624-88.0% | $1,862-70.1% |
| Participant deferral / active EE | $992 | $5,041-80.3% | $8,004-87.6% | $2,980-66.7% |
| Admin fee / account holder | $3,215 | $4,050-20.6% | $14,398-77.7% | $3,703-13.2% |