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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 | $23,088 | $73,978-68.8% | $96,515-76.1% | $75,173-69.3% |
| Participation rate | 26.9% | 66.4%-39.5pp | 74.3%-47.4pp | 67.2%-40.3pp |
| Annual return | 17.65% | 26.72%-9.1pp | 35.73%-18.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $847 | $2,931-71.1% | $3,740-77.3% | $2,671-68.3% |
| Participant deferral / active EE | $987 | $3,660-73.0% | $4,880-79.8% | $4,126-76.1% |
| Admin fee / account holder | $1,016 | $5,219-80.5% | $6,735-84.9% | $5,651-82.0% |