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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 | $31,431 | $36,948-14.9% | $73,658-57.3% | $87,485-64.1% |
| Participation rate | 17.9% | 46.8%-29.0pp | 57.0%-39.2pp | 68.9%-51.1pp |
| Annual return | 29.25% | 28.64%+0.6pp | 29.72%-0.5pp | 26.06%+3.2pp |
| Employer contribution / active EE | $93 | $670-86.1% | $1,032-90.9% | $2,596-96.4% |
| Participant deferral / active EE | $261 | $1,379-81.0% | $2,062-87.3% | $4,274-93.9% |
| Admin fee / account holder | $307 | $2,531-87.9% | $3,357-90.8% | $7,775-96.0% |