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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 | $29,466 | $72,607-59.4% | $90,259-67.4% | $87,485-66.3% |
| Participation rate | 42.0% | 64.8%-22.8pp | 70.7%-28.7pp | 68.9%-26.9pp |
| Annual return | 13.55% | 18.59%-5.0pp | 18.88%-5.3pp | 26.06%-12.5pp |
| Employer contribution / active EE | $479 | $1,919-75.1% | $2,291-79.1% | $2,596-81.6% |
| Participant deferral / active EE | $601 | $3,055-80.3% | $3,827-84.3% | $4,274-85.9% |
| Admin fee / account holder | $1,018 | $5,947-82.9% | $7,267-86.0% | $7,775-86.9% |