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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 | $22,509 | $81,487-72.4% | $102,412-78.0% | $80,935-72.2% |
| Participation rate | 30.9% | 66.8%-36.0pp | 74.5%-43.7pp | 67.7%-36.8pp |
| Annual return | 18.48% | 25.60%-7.1pp | 24.94%-6.5pp | 35.66%-17.2pp |
| Employer contribution / active EE | $1,674 | $3,103-46.1% | $3,870-56.7% | $2,757-39.3% |
| Participant deferral / active EE | $1,191 | $3,871-69.2% | $5,060-76.5% | $4,299-72.3% |
| Admin fee / account holder | $789 | $6,717-88.3% | $8,388-90.6% | $6,924-88.6% |