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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 | $25,801 | $86,050-70.0% | $189,758-86.4% | $94,015-72.6% |
| Participation rate | 38.9% | 68.9%-30.0pp | 79.8%-40.9pp | 70.8%-31.9pp |
| Annual return | 16.13% | 17.77%-1.6pp | 52.62%-36.5pp | 17.84%-1.7pp |
| Employer contribution / active EE | $718 | $2,819-74.5% | $4,767-84.9% | $2,790-74.3% |
| Participant deferral / active EE | $941 | $3,349-71.9% | $5,856-83.9% | $4,249-77.9% |
| Admin fee / account holder | $2,296 | $6,627-65.4% | $20,388-88.7% | $8,951-74.4% |