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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 | $24,341 | $73,787-67.0% | $98,716-75.3% | $82,448-70.5% |
| Participation rate | 38.7% | 61.4%-22.7pp | 69.3%-30.6pp | 68.1%-29.4pp |
| Annual return | 14.35% | 18.57%-4.2pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $395 | $1,511-73.8% | $2,279-82.6% | $2,551-84.5% |
| Participant deferral / active EE | $739 | $3,081-76.0% | $4,048-81.7% | $4,139-82.1% |
| Admin fee / account holder | $1,230 | $6,500-81.1% | $8,703-85.9% | $7,234-83.0% |