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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 | $36,648 | $91,559-60.0% | $133,978-72.6% | $79,856-54.1% |
| Participation rate | 24.2% | 73.3%-49.2pp | 79.8%-55.7pp | 69.6%-45.4pp |
| Annual return | 17.45% | 61.85%-44.4pp | 45.10%-27.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $713 | $2,384-70.1% | $3,919-81.8% | $2,471-71.2% |
| Participant deferral / active EE | $904 | $3,734-75.8% | $5,047-82.1% | $3,741-75.8% |
| Admin fee / account holder | $1,086 | $6,321-82.8% | $8,930-87.8% | $5,306-79.5% |