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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 | $42,932 | $54,757-21.6% | $90,287-52.4% | $72,986-41.2% |
| Participation rate | 23.5% | 65.1%-41.7pp | 73.3%-49.8pp | 69.5%-46.0pp |
| Annual return | 18.83% | 30.63%-11.8pp | 78.10%-59.3pp | 81.01%-62.2pp |
| Employer contribution / active EE | $234 | $2,092-88.8% | $2,855-91.8% | $2,440-90.4% |
| Participant deferral / active EE | $386 | $2,887-86.6% | $3,885-90.1% | $3,607-89.3% |
| Admin fee / account holder | $801 | $3,972-79.8% | $5,351-85.0% | $5,124-84.4% |