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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 | $52,051 | $79,867-34.8% | $120,344-56.7% | $64,340-19.1% |
| Participation rate | 23.9% | 63.0%-39.1pp | 76.7%-52.8pp | 55.2%-31.4pp |
| Annual return | 12.36% | 21.10%-8.7pp | 20.30%-7.9pp | 24.14%-11.8pp |
| Employer contribution / active EE | $537 | $1,925-72.1% | $3,020-82.2% | $1,862-71.1% |
| Participant deferral / active EE | $874 | $3,593-75.7% | $5,135-83.0% | $2,980-70.7% |
| Admin fee / account holder | $1,974 | $5,039-60.8% | $12,742-84.5% | $3,703-46.7% |