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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 | $37,156-15.4% | $83,854-62.5% | $86,983-63.9% |
| Participation rate | 17.9% | 49.1%-31.2pp | 59.1%-41.3pp | 69.5%-51.7pp |
| Annual return | 29.25% | 29.88%-0.6pp | 31.39%-2.1pp | 25.83%+3.4pp |
| Employer contribution / active EE | $93 | $661-85.9% | $1,017-90.8% | $2,584-96.4% |
| Participant deferral / active EE | $261 | $1,418-81.6% | $2,035-87.2% | $4,194-93.8% |
| Admin fee / account holder | $307 | $2,510-87.8% | $3,197-90.4% | $7,856-96.1% |