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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 | $31,650 | $86,949-63.6% | $102,460-69.1% | $80,959-60.9% |
| Participation rate | 25.8% | 72.4%-46.5pp | 76.5%-50.7pp | 67.7%-41.8pp |
| Annual return | 17.93% | 18.89%-1.0pp | 29.47%-11.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $1,047 | $2,370-55.8% | $3,025-65.4% | $2,757-62.0% |
| Participant deferral / active EE | $1,650 | $4,121-60.0% | $5,056-67.4% | $4,300-61.6% |
| Admin fee / account holder | $8,693 | $8,048+8.0% | $9,460-8.1% | $6,925+25.5% |