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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 | $33,192 | $58,057-42.8% | $97,032-65.8% | $86,983-61.8% |
| Participation rate | 18.4% | 60.4%-41.9pp | 71.6%-53.1pp | 69.5%-51.1pp |
| Annual return | 15.18% | 22.26%-7.1pp | 35.38%-20.2pp | 25.83%-10.7pp |
| Employer contribution / active EE | $439 | $1,663-73.6% | $2,629-83.3% | $2,584-83.0% |
| Participant deferral / active EE | $647 | $3,244-80.1% | $4,672-86.2% | $4,194-84.6% |
| Admin fee / account holder | $4,505 | $4,839-6.9% | $9,418-52.2% | $7,856-42.7% |