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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 | $31,379 | $76,407-58.9% | $150,298-79.1% | $82,448-61.9% |
| Participation rate | 20.0% | 66.4%-46.4pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 16.42% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $497 | $2,614-81.0% | $4,154-88.0% | $2,551-80.5% |
| Participant deferral / active EE | $601 | $3,214-81.3% | $5,453-89.0% | $4,139-85.5% |
| Admin fee / account holder | $879 | $6,352-86.2% | $14,116-93.8% | $7,234-87.9% |