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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 | $29,053 | $76,407-62.0% | $150,298-80.7% | $82,448-64.8% |
| Participation rate | 47.4% | 66.4%-19.0pp | 77.8%-30.4pp | 68.1%-20.7pp |
| Annual return | 15.09% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $597 | $2,614-77.2% | $4,154-85.6% | $2,551-76.6% |
| Participant deferral / active EE | $735 | $3,214-77.1% | $5,453-86.5% | $4,139-82.3% |
| Admin fee / account holder | $1,635 | $6,352-74.3% | $14,116-88.4% | $7,234-77.4% |