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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 | $22,727 | $53,777-57.7% | $134,155-83.1% | $79,858-71.5% |
| Participation rate | 52.8% | 58.8%-6.0pp | 72.2%-19.4pp | 69.6%-16.9pp |
| Annual return | 19.02% | 19.01%0pp | 36.34%-17.3pp | 31.72%-12.7pp |
| Employer contribution / active EE | $674 | $1,321-49.0% | $3,705-81.8% | $2,471-72.7% |
| Participant deferral / active EE | $770 | $2,420-68.2% | $3,500-78.0% | $3,740-79.4% |
| Admin fee / account holder | $304 | $3,984-92.4% | $6,685-95.5% | $5,306-94.3% |