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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 | $57,992 | $78,015-25.7% | $178,505-67.5% | $80,959-28.4% |
| Participation rate | 29.6% | 65.7%-36.0pp | 77.1%-47.5pp | 67.7%-38.0pp |
| Annual return | 15.08% | 18.10%-3.0pp | 27.16%-12.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $568 | $2,281-75.1% | $3,955-85.6% | $2,757-79.4% |
| Participant deferral / active EE | $1,164 | $4,406-73.6% | $6,280-81.5% | $4,300-72.9% |
| Admin fee / account holder | $2,342 | $7,160-67.3% | $10,428-77.5% | $6,925-66.2% |