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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 | $27,007 | $48,078-43.8% | $78,676-65.7% | $62,881-57.1% |
| Participation rate | 36.2% | 65.2%-29.0pp | 73.6%-37.4pp | 69.3%-33.1pp |
| Annual return | 9.39% | 31.36%-22.0pp | 62.19%-52.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,469 | $2,015-27.1% | $2,850-48.5% | $2,281-35.6% |
| Participant deferral / active EE | $330 | $2,587-87.2% | $3,517-90.6% | $3,203-89.7% |
| Admin fee / account holder | $729 | $3,206-77.3% | $4,510-83.8% | $4,296-83.0% |