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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 | $42,313 | $72,471-41.6% | $94,215-55.1% | $86,983-51.4% |
| Participation rate | 26.8% | 63.9%-37.1pp | 70.0%-43.2pp | 69.5%-42.8pp |
| Annual return | 17.36% | 26.44%-9.1pp | 28.22%-10.9pp | 25.83%-8.5pp |
| Employer contribution / active EE | $736 | $1,936-62.0% | $2,675-72.5% | $2,584-71.5% |
| Participant deferral / active EE | $1,232 | $3,397-63.7% | $4,276-71.2% | $4,194-70.6% |
| Admin fee / account holder | $4,235 | $6,468-34.5% | $10,216-58.5% | $7,856-46.1% |