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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 | $36,252 | $215,361-83.2% | $171,082-78.8% | $273,972-86.8% |
| Participation rate | 20.0% | 82.0%-62.0pp | 76.7%-56.7pp | 83.0%-63.0pp |
| Annual return | 5.62% | 25.14%-19.5pp | 32.56%-26.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $335 | $4,967-93.3% | $4,002-91.6% | $4,869-93.1% |
| Participant deferral / active EE | $431 | $5,543-92.2% | $4,797-91.0% | $5,287-91.9% |
| Admin fee / account holder | $1,578 | $10,846-85.5% | $8,520-81.5% | $10,133-84.4% |