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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 | $36,229 | $106,524-66.0% | $152,301-76.2% | $87,485-58.6% |
| Participation rate | 31.8% | 75.8%-43.9pp | 82.4%-50.6pp | 68.9%-37.1pp |
| Annual return | 18.15% | 26.89%-8.7pp | 80.50%-62.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $811 | $3,371-75.9% | $4,624-82.5% | $2,596-68.8% |
| Participant deferral / active EE | $1,156 | $6,525-82.3% | $8,004-85.6% | $4,274-72.9% |
| Admin fee / account holder | $18,546 | $8,287+123.8% | $14,398+28.8% | $7,775+138.5% |