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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 | $39,096 | $86,050-54.6% | $189,758-79.4% | $94,015-58.4% |
| Participation rate | 19.4% | 68.9%-49.5pp | 79.8%-60.4pp | 70.8%-51.4pp |
| Annual return | 17.54% | 17.77%-0.2pp | 52.62%-35.1pp | 17.84%-0.3pp |
| Employer contribution / active EE | $542 | $2,819-80.8% | $4,767-88.6% | $2,790-80.6% |
| Participant deferral / active EE | $815 | $3,349-75.7% | $5,856-86.1% | $4,249-80.8% |
| Admin fee / account holder | $2,632 | $6,627-60.3% | $20,388-87.1% | $8,951-70.6% |