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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 | $29,246 | $62,242-53.0% | $105,582-72.3% | $69,733-58.1% |
| Participation rate | 23.8% | 47.3%-23.5pp | 71.8%-48.0pp | 62.5%-38.7pp |
| Annual return | 18.38% | 15.40%+3.0pp | 18.61%-0.2pp | 15.22%+3.2pp |
| Employer contribution / active EE | $976 | $1,558-37.4% | $2,984-67.3% | $2,250-56.6% |
| Participant deferral / active EE | $912 | $2,462-63.0% | $4,353-79.0% | $3,054-70.1% |
| Admin fee / account holder | $7,627 | $4,615+65.3% | $12,856-40.7% | $3,102+145.9% |