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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 | $29,079 | $90,400-67.8% | $186,193-84.4% | $87,485-66.8% |
| Participation rate | 40.3% | 66.2%-25.9pp | 77.1%-36.9pp | 68.9%-28.7pp |
| Annual return | 14.29% | 22.15%-7.9pp | 78.03%-63.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $815 | $2,170-62.5% | $3,918-79.2% | $2,596-68.6% |
| Participant deferral / active EE | $966 | $4,330-77.7% | $6,513-85.2% | $4,274-77.4% |
| Admin fee / account holder | $2,068 | $8,673-76.2% | $11,058-81.3% | $7,775-73.4% |