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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 | $36,031 | $76,407-52.8% | $150,298-76.0% | $82,448-56.3% |
| Participation rate | 31.4% | 66.4%-35.0pp | 77.8%-46.3pp | 68.1%-36.6pp |
| Annual return | 13.17% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $401 | $2,614-84.7% | $4,154-90.4% | $2,551-84.3% |
| Participant deferral / active EE | $601 | $3,214-81.3% | $5,453-89.0% | $4,139-85.5% |
| Admin fee / account holder | $1,168 | $6,352-81.6% | $14,116-91.7% | $7,234-83.9% |