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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 | $19,334 | $81,358-76.2% | $155,556-87.6% | $80,959-76.1% |
| Participation rate | 32.3% | 66.3%-34.0pp | 78.2%-46.0pp | 67.7%-35.4pp |
| Annual return | 14.95% | 33.39%-18.4pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $805 | $3,106-74.1% | $4,675-82.8% | $2,757-70.8% |
| Participant deferral / active EE | $804 | $3,455-76.7% | $5,631-85.7% | $4,300-81.3% |
| Admin fee / account holder | $1,365 | $7,994-82.9% | $15,885-91.4% | $6,925-80.3% |