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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 | $43,698 | $77,814-43.8% | $158,223-72.4% | $86,983-49.8% |
| Participation rate | 20.0% | 68.4%-48.4pp | 79.2%-59.2pp | 69.5%-49.5pp |
| Annual return | 17.67% | 30.54%-12.9pp | 52.09%-34.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $303 | $2,592-88.3% | $4,109-92.6% | $2,584-88.3% |
| Participant deferral / active EE | $776 | $3,270-76.3% | $5,467-85.8% | $4,194-81.5% |
| Admin fee / account holder | $5,589 | $5,879-4.9% | $16,047-65.2% | $7,856-28.9% |