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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 | $36,132 | $77,574-53.4% | $108,753-66.8% | $86,983-58.5% |
| Participation rate | 27.9% | 62.3%-34.4pp | 71.1%-43.2pp | 69.5%-41.6pp |
| Annual return | 17.93% | 18.42%-0.5pp | 37.47%-19.5pp | 25.83%-7.9pp |
| Employer contribution / active EE | $442 | $1,611-72.6% | $2,427-81.8% | $2,584-82.9% |
| Participant deferral / active EE | $654 | $3,128-79.1% | $4,115-84.1% | $4,194-84.4% |
| Admin fee / account holder | $1,843 | $6,529-71.8% | $10,320-82.1% | $7,856-76.5% |