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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 | $23,352 | $56,544-58.7% | $75,501-69.1% | $70,126-66.7% |
| Participation rate | 42.9% | 68.1%-25.3pp | 72.4%-29.5pp | 69.5%-26.7pp |
| Annual return | 13.05% | 23.59%-10.5pp | 27.35%-14.3pp | 73.15%-60.1pp |
| Employer contribution / active EE | $621 | $1,817-65.8% | $2,352-73.6% | $2,343-73.5% |
| Participant deferral / active EE | $870 | $2,580-66.3% | $3,142-72.3% | $3,332-73.9% |
| Admin fee / account holder | $1,248 | $3,827-67.4% | $5,801-78.5% | $4,645-73.1% |