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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 | $20,061 | $69,273-71.0% | $90,796-77.9% | $82,637-75.7% |
| Participation rate | 20.0% | 64.0%-44.0pp | 69.5%-49.5pp | 68.1%-48.1pp |
| Annual return | 16.35% | 18.37%-2.0pp | 19.29%-2.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $772 | $1,865-58.6% | $2,294-66.3% | $2,552-69.7% |
| Participant deferral / active EE | $823 | $3,047-73.0% | $3,822-78.5% | $4,126-80.0% |
| Admin fee / account holder | $8,652 | $5,511+57.0% | $7,024+23.2% | $7,339+17.9% |