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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 | $24,475 | $57,590-57.5% | $86,233-71.6% | $82,448-70.3% |
| Participation rate | 35.4% | 57.9%-22.5pp | 69.0%-33.7pp | 68.1%-32.7pp |
| Annual return | 16.52% | 22.41%-5.9pp | 61.39%-44.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $361 | $1,655-78.2% | $2,504-85.6% | $2,551-85.9% |
| Participant deferral / active EE | $451 | $3,080-85.4% | $4,559-90.1% | $4,139-89.1% |
| Admin fee / account holder | $582 | $4,730-87.7% | $8,342-93.0% | $7,234-92.0% |