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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 | $23,176 | $76,551-69.7% | $123,894-81.3% | $62,881-63.1% |
| Participation rate | 36.8% | 73.0%-36.1pp | 81.4%-44.6pp | 69.3%-32.5pp |
| Annual return | 8.16% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $553 | $2,882-80.8% | $4,617-88.0% | $2,281-75.8% |
| Participant deferral / active EE | $1,167 | $4,840-75.9% | $5,984-80.5% | $3,203-63.6% |
| Admin fee / account holder | $1,201 | $4,826-75.1% | $8,357-85.6% | $4,296-72.0% |