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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 | $35,336 | $68,880-48.7% | $120,580-70.7% | $80,959-56.4% |
| Participation rate | 23.0% | 61.7%-38.7pp | 72.0%-49.0pp | 67.7%-44.7pp |
| Annual return | 12.70% | 23.68%-11.0pp | 107.48%-94.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $801 | $2,066-61.2% | $3,469-76.9% | $2,757-71.0% |
| Participant deferral / active EE | $856 | $3,191-73.2% | $4,995-82.9% | $4,300-80.1% |
| Admin fee / account holder | $490 | $5,785-91.5% | $9,418-94.8% | $6,925-92.9% |