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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 | $33,081 | $81,358-59.3% | $155,556-78.7% | $80,959-59.1% |
| Participation rate | 21.5% | 66.3%-44.7pp | 78.2%-56.7pp | 67.7%-46.1pp |
| Annual return | 15.33% | 33.39%-18.1pp | 64.84%-49.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $651 | $3,106-79.0% | $4,675-86.1% | $2,757-76.4% |
| Participant deferral / active EE | $882 | $3,455-74.5% | $5,631-84.3% | $4,300-79.5% |
| Admin fee / account holder | $2,111 | $7,994-73.6% | $15,885-86.7% | $6,925-69.5% |