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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 | $32,056 | $48,078-33.3% | $78,676-59.3% | $62,881-49.0% |
| Participation rate | 30.0% | 65.2%-35.2pp | 73.6%-43.6pp | 69.3%-39.3pp |
| Annual return | 7.86% | 31.36%-23.5pp | 62.19%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $282 | $2,015-86.0% | $2,850-90.1% | $2,281-87.6% |
| Participant deferral / active EE | $578 | $2,587-77.7% | $3,517-83.6% | $3,203-82.0% |
| Admin fee / account holder | $4,017 | $3,206+25.3% | $4,510-10.9% | $4,296-6.5% |