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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 | $33,244 | $86,949-61.8% | $102,460-67.6% | $80,959-58.9% |
| Participation rate | 21.0% | 72.4%-51.4pp | 76.5%-55.5pp | 67.7%-46.7pp |
| Annual return | 10.54% | 18.89%-8.4pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $768 | $2,370-67.6% | $3,025-74.6% | $2,757-72.1% |
| Participant deferral / active EE | $1,529 | $4,121-62.9% | $5,056-69.8% | $4,300-64.4% |
| Admin fee / account holder | $5,914 | $8,048-26.5% | $9,460-37.5% | $6,925-14.6% |