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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 | $23,472 | $78,027-69.9% | $178,528-86.9% | $80,925-71.0% |
| Participation rate | 33.3% | 65.7%-32.3pp | 77.1%-43.8pp | 67.7%-34.3pp |
| Annual return | 14.54% | 18.09%-3.6pp | 27.11%-12.6pp | 35.65%-21.1pp |
| Employer contribution / active EE | $765 | $2,281-66.5% | $3,950-80.6% | $2,756-72.3% |
| Participant deferral / active EE | $1,165 | $4,408-73.6% | $6,278-81.4% | $4,299-72.9% |
| Admin fee / account holder | $2,246 | $7,168-68.7% | $10,419-78.4% | $6,940-67.6% |