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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 | $67,894-56.6% | $89,340-67.0% | $82,448-64.3% |
| Participation rate | 42.0% | 64.0%-22.0pp | 69.6%-27.6pp | 68.1%-26.1pp |
| Annual return | 13.55% | 19.21%-5.7pp | 20.57%-7.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $479 | $1,828-73.8% | $2,231-78.5% | $2,551-81.2% |
| Participant deferral / active EE | $601 | $3,072-80.4% | $3,823-84.3% | $4,139-85.5% |
| Admin fee / account holder | $1,018 | $5,723-82.2% | $6,704-84.8% | $7,234-85.9% |