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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 | $27,741 | $77,814-64.4% | $158,223-82.5% | $86,983-68.1% |
| Participation rate | 16.1% | 68.4%-52.3pp | 79.2%-63.1pp | 69.5%-53.4pp |
| Annual return | 18.45% | 30.54%-12.1pp | 52.09%-33.6pp | 25.83%-7.4pp |
| Employer contribution / active EE | $750 | $2,592-71.1% | $4,109-81.7% | $2,584-71.0% |
| Participant deferral / active EE | $793 | $3,270-75.8% | $5,467-85.5% | $4,194-81.1% |
| Admin fee / account holder | $4,017 | $5,879-31.7% | $16,047-75.0% | $7,856-48.9% |