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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 | $21,321 | $76,551-72.1% | $123,894-82.8% | $62,881-66.1% |
| Participation rate | 30.0% | 73.0%-43.0pp | 81.4%-51.4pp | 69.3%-39.3pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,012 | $2,882-64.9% | $4,617-78.1% | $2,281-55.6% |
| Participant deferral / active EE | $1,641 | $4,840-66.1% | $5,984-72.6% | $3,203-48.8% |
| Admin fee / account holder | $2,986 | $4,826-38.1% | $8,357-64.3% | $4,296-30.5% |