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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 | $31,935 | $77,920-59.0% | $149,723-78.7% | $75,177-57.5% |
| Participation rate | 26.9% | 65.6%-38.7pp | 78.8%-51.9pp | 67.2%-40.3pp |
| Annual return | 17.67% | 31.72%-14.1pp | 134.50%-116.8pp | 160.75%-143.1pp |
| Employer contribution / active EE | $430 | $3,138-86.3% | $4,821-91.1% | $2,671-83.9% |
| Participant deferral / active EE | $816 | $3,411-76.1% | $5,682-85.6% | $4,126-80.2% |
| Admin fee / account holder | $3,129 | $5,951-47.4% | $13,215-76.3% | $5,651-44.6% |