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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 | $57,580 | $81,276-29.2% | $155,574-63.0% | $80,925-28.8% |
| Participation rate | 24.1% | 66.2%-42.1pp | 78.2%-54.1pp | 67.7%-43.5pp |
| Annual return | 19.33% | 33.36%-14.0pp | 64.87%-45.5pp | 35.65%-16.3pp |
| Employer contribution / active EE | $488 | $3,103-84.3% | $4,676-89.6% | $2,756-82.3% |
| Participant deferral / active EE | $619 | $3,453-82.1% | $5,629-89.0% | $4,299-85.6% |
| Admin fee / account holder | $2,116 | $7,993-73.5% | $15,914-86.7% | $6,940-69.5% |