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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 | $29,671 | $73,532-59.6% | $178,540-83.4% | $74,459-60.2% |
| Participation rate | 32.3% | 66.6%-34.3pp | 77.1%-44.8pp | 67.2%-34.9pp |
| Annual return | 13.52% | 17.51%-4.0pp | 27.15%-13.6pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $790 | $2,221-64.4% | $3,953-80.0% | $2,626-69.9% |
| Participant deferral / active EE | $1,529 | $4,519-66.2% | $6,281-75.7% | $4,350-64.8% |
| Admin fee / account holder | $3,396 | $1,813+87.3% | $10,424-67.4% | $1,945+74.6% |