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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 | $29,335 | $36,904-20.5% | $158,223-81.5% | $65,191-55.0% |
| Participation rate | 23.2% | 62.1%-38.9pp | 79.2%-56.0pp | 63.0%-39.8pp |
| Annual return | 22.26% | 24.43%-2.2pp | 52.09%-29.8pp | 51.24%-29.0pp |
| Employer contribution / active EE | $428 | $1,489-71.3% | $4,109-89.6% | $2,400-82.2% |
| Participant deferral / active EE | $717 | $1,936-63.0% | $5,467-86.9% | $2,671-73.2% |
| Admin fee / account holder | $705 | $793-11.0% | $16,047-95.6% | $907-22.2% |