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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 | $35,464 | $101,795-65.2% | $165,100-78.5% | $80,959-56.2% |
| Participation rate | 24.4% | 71.8%-47.4pp | 78.6%-54.2pp | 67.7%-43.2pp |
| Annual return | 12.28% | 16.73%-4.5pp | 70.21%-57.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $989 | $2,954-66.5% | $4,348-77.3% | $2,757-64.1% |
| Participant deferral / active EE | $1,292 | $4,476-71.1% | $6,035-78.6% | $4,300-70.0% |
| Admin fee / account holder | $1,507 | $8,221-81.7% | $12,696-88.1% | $6,925-78.2% |