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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 | $28,804 | $59,839-51.9% | $81,991-64.9% | $79,852-63.9% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.3%-31.0pp | 69.6%-31.4pp |
| Annual return | 16.57% | 17.56%-1.0pp | 41.31%-24.7pp | 31.72%-15.2pp |
| Employer contribution / active EE | $410 | $1,713-76.1% | $2,498-83.6% | $2,471-83.4% |
| Participant deferral / active EE | $625 | $2,695-76.8% | $3,722-83.2% | $3,740-83.3% |
| Admin fee / account holder | $318 | $4,287-92.6% | $5,665-94.4% | $5,306-94.0% |