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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 | $33,060 | $95,453-65.4% | $112,040-70.5% | $82,448-59.9% |
| Participation rate | 37.0% | 72.8%-35.7pp | 76.5%-39.5pp | 68.1%-31.0pp |
| Annual return | 15.09% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $687 | $2,318-70.4% | $2,954-76.8% | $2,551-73.1% |
| Participant deferral / active EE | $1,663 | $4,224-60.6% | $5,098-67.4% | $4,139-59.8% |
| Admin fee / account holder | $4,949 | $9,013-45.1% | $12,098-59.1% | $7,234-31.6% |