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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 | $32,845 | $55,457-40.8% | $77,361-57.5% | $94,015-65.1% |
| Participation rate | 35.3% | 69.8%-34.5pp | 75.0%-39.7pp | 70.8%-35.5pp |
| Annual return | 16.63% | 15.57%+1.1pp | 1011.54%-994.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,306 | $2,255-42.1% | $2,990-56.3% | $2,790-53.2% |
| Participant deferral / active EE | $838 | $3,069-72.7% | $3,911-78.6% | $4,249-80.3% |
| Admin fee / account holder | $1,254 | $4,334-71.1% | $5,894-78.7% | $8,951-86.0% |