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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 | $23,618 | $106,749-77.9% | $145,433-83.8% | $82,448-71.4% |
| Participation rate | 36.0% | 75.6%-39.6pp | 82.1%-46.1pp | 68.1%-32.1pp |
| Annual return | 18.22% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $725 | $3,444-79.0% | $4,554-84.1% | $2,551-71.6% |
| Participant deferral / active EE | $1,547 | $6,519-76.3% | $7,897-80.4% | $4,139-62.6% |
| Admin fee / account holder | $2,529 | $8,390-69.9% | $13,129-80.7% | $7,234-65.0% |