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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 | $28,466 | $65,246-56.4% | $98,716-71.2% | $67,986-58.1% |
| Participation rate | 21.1% | 51.4%-30.4pp | 69.3%-48.2pp | 57.2%-36.2pp |
| Annual return | 15.56% | 20.58%-5.0pp | 31.81%-16.3pp | 31.67%-16.1pp |
| Employer contribution / active EE | $206 | $1,042-80.2% | $2,279-91.0% | $2,019-89.8% |
| Participant deferral / active EE | $391 | $2,594-84.9% | $4,048-90.3% | $3,358-88.4% |
| Admin fee / account holder | $2,106 | $4,561-53.8% | $8,703-75.8% | $3,203-34.3% |