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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 | $29,142 | $77,460-62.4% | $100,378-71.0% | $80,925-64.0% |
| Participation rate | 25.0% | 76.9%-51.9pp | 81.5%-56.5pp | 67.7%-42.7pp |
| Annual return | 28.13% | 37.24%-9.1pp | 49.41%-21.3pp | 35.65%-7.5pp |
| Employer contribution / active EE | $1,418 | $2,801-49.4% | $3,942-64.0% | $2,756-48.5% |
| Participant deferral / active EE | $2,239 | $6,818-67.2% | $8,087-72.3% | $4,299-47.9% |
| Admin fee / account holder | $2,398 | $5,887-59.3% | $7,899-69.6% | $6,940-65.4% |