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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 | $22,050 | $81,446-72.9% | $103,374-78.7% | $80,874-72.7% |
| Participation rate | 32.9% | 66.9%-34.0pp | 74.5%-41.6pp | 67.6%-34.8pp |
| Annual return | 19.88% | 25.57%-5.7pp | 24.89%-5.0pp | 35.62%-15.7pp |
| Employer contribution / active EE | $859 | $3,107-72.3% | $3,869-77.8% | $2,756-68.8% |
| Participant deferral / active EE | $1,469 | $3,870-62.0% | $5,058-70.9% | $4,297-65.8% |
| Admin fee / account holder | $2,278 | $6,715-66.1% | $8,394-72.9% | $6,935-67.2% |