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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 | $81,233-29.1% | $155,567-63.0% | $80,874-28.8% |
| Participation rate | 24.1% | 66.2%-42.1pp | 78.2%-54.1pp | 67.6%-43.5pp |
| Annual return | 19.33% | 33.33%-14.0pp | 64.74%-45.4pp | 35.62%-16.3pp |
| Employer contribution / active EE | $488 | $3,101-84.2% | $4,674-89.5% | $2,756-82.3% |
| Participant deferral / active EE | $619 | $3,452-82.1% | $5,628-89.0% | $4,297-85.6% |
| Admin fee / account holder | $2,116 | $7,998-73.5% | $15,916-86.7% | $6,935-69.5% |