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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 | $41,377 | $87,465-52.7% | $122,979-66.4% | $65,306-36.6% |
| Participation rate | 21.8% | 66.0%-44.2pp | 77.2%-55.4pp | 57.7%-35.9pp |
| Annual return | 17.20% | 19.76%-2.6pp | 20.12%-2.9pp | 21.94%-4.7pp |
| Employer contribution / active EE | $602 | $2,156-72.1% | $3,062-80.3% | $1,967-69.4% |
| Participant deferral / active EE | $732 | $3,705-80.2% | $5,003-85.4% | $2,959-75.3% |
| Admin fee / account holder | $1,299 | $5,100-74.5% | $12,864-89.9% | $3,480-62.7% |