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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 | $29,053 | $86,050-66.2% | $189,758-84.7% | $94,015-69.1% |
| Participation rate | 43.6% | 68.9%-25.3pp | 79.8%-36.2pp | 70.8%-27.2pp |
| Annual return | 15.66% | 17.77%-2.1pp | 52.62%-37.0pp | 17.84%-2.2pp |
| Employer contribution / active EE | $699 | $2,819-75.2% | $4,767-85.3% | $2,790-74.9% |
| Participant deferral / active EE | $865 | $3,349-74.2% | $5,856-85.2% | $4,249-79.6% |
| Admin fee / account holder | $467 | $6,627-93.0% | $20,388-97.7% | $8,951-94.8% |