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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 | $25,772 | $76,696-66.4% | $96,515-73.3% | $71,511-64.0% |
| Participation rate | 29.6% | 66.6%-37.0pp | 74.3%-44.7pp | 67.9%-38.3pp |
| Annual return | 17.00% | 48.32%-31.3pp | 35.73%-18.7pp | 28.86%-11.9pp |
| Employer contribution / active EE | $822 | $3,032-72.9% | $3,740-78.0% | $2,589-68.2% |
| Participant deferral / active EE | $1,249 | $3,770-66.9% | $4,880-74.4% | $4,291-70.9% |
| Admin fee / account holder | $1,370 | $2,030-32.5% | $6,735-79.7% | $1,588-13.7% |