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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 | $34,926 | $75,541-53.8% | $152,093-77.0% | $82,637-57.7% |
| Participation rate | 21.2% | 66.5%-45.3pp | 77.8%-56.6pp | 68.1%-46.8pp |
| Annual return | 16.47% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $716 | $2,622-72.7% | $4,175-82.9% | $2,552-72.0% |
| Participant deferral / active EE | $716 | $3,206-77.7% | $5,451-86.9% | $4,126-82.7% |
| Admin fee / account holder | $3,482 | $6,405-45.6% | $14,497-76.0% | $7,339-52.6% |