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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 | $36,049 | $106,864-66.3% | $147,318-75.5% | $82,637-56.4% |
| Participation rate | 29.8% | 75.5%-45.7pp | 82.1%-52.3pp | 68.1%-38.3pp |
| Annual return | 16.68% | 27.49%-10.8pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,089 | $3,417-68.1% | $4,593-76.3% | $2,552-57.3% |
| Participant deferral / active EE | $1,500 | $6,496-76.9% | $7,906-81.0% | $4,126-63.7% |
| Admin fee / account holder | $963 | $8,415-88.6% | $13,708-93.0% | $7,339-86.9% |