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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 | $81,476-72.9% | $102,383-78.5% | $80,925-72.8% |
| Participation rate | 32.9% | 66.8%-34.0pp | 74.5%-41.6pp | 67.7%-34.8pp |
| Annual return | 19.88% | 25.59%-5.7pp | 24.94%-5.1pp | 35.65%-15.8pp |
| Employer contribution / active EE | $859 | $3,105-72.3% | $3,870-77.8% | $2,756-68.8% |
| Participant deferral / active EE | $1,469 | $3,871-62.0% | $5,060-71.0% | $4,299-65.8% |
| Admin fee / account holder | $2,278 | $6,717-66.1% | $8,391-72.9% | $6,940-67.2% |