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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 | $28,762 | $76,551-62.4% | $123,894-76.8% | $62,881-54.3% |
| Participation rate | 35.7% | 73.0%-37.3pp | 81.4%-45.7pp | 69.3%-33.6pp |
| Annual return | 13.59% | 18.68%-5.1pp | 47.52%-33.9pp | 20.14%-6.6pp |
| Employer contribution / active EE | $643 | $2,882-77.7% | $4,617-86.1% | $2,281-71.8% |
| Participant deferral / active EE | $1,312 | $4,840-72.9% | $5,984-78.1% | $3,203-59.0% |
| Admin fee / account holder | $2,841 | $4,826-41.1% | $8,357-66.0% | $4,296-33.9% |