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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 | $57,590-42.4% | $86,233-61.5% | $82,448-59.7% |
| Participation rate | 18.4% | 57.9%-39.4pp | 69.0%-50.6pp | 68.1%-49.6pp |
| Annual return | 15.18% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $439 | $1,655-73.5% | $2,504-82.5% | $2,551-82.8% |
| Participant deferral / active EE | $647 | $3,080-79.0% | $4,559-85.8% | $4,139-84.4% |
| Admin fee / account holder | $4,505 | $4,730-4.8% | $8,342-46.0% | $7,234-37.7% |