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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 | $86,938-61.8% | $102,423-67.5% | $80,925-58.9% |
| Participation rate | 21.0% | 72.4%-51.4pp | 76.5%-55.5pp | 67.7%-46.7pp |
| Annual return | 10.54% | 18.89%-8.4pp | 29.42%-18.9pp | 35.65%-25.1pp |
| Employer contribution / active EE | $768 | $2,369-67.6% | $3,023-74.6% | $2,756-72.1% |
| Participant deferral / active EE | $1,529 | $4,120-62.9% | $5,054-69.7% | $4,299-64.4% |
| Admin fee / account holder | $5,914 | $8,053-26.6% | $9,455-37.4% | $6,940-14.8% |