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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 | $30,214 | $71,353-57.7% | $92,805-67.4% | $86,983-65.3% |
| Participation rate | 28.9% | 80.9%-52.0pp | 83.5%-54.6pp | 69.5%-40.7pp |
| Annual return | 17.56% | 44.68%-27.1pp | 31.59%-14.0pp | 25.83%-8.3pp |
| Employer contribution / active EE | $800 | $2,468-67.6% | $3,424-76.6% | $2,584-69.0% |
| Participant deferral / active EE | $1,377 | $6,966-80.2% | $8,448-83.7% | $4,194-67.2% |
| Admin fee / account holder | $862 | $6,099-85.9% | $10,911-92.1% | $7,856-89.0% |