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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 | $25,164 | $58,057-56.7% | $97,032-74.1% | $86,983-71.1% |
| Participation rate | 36.0% | 60.4%-24.4pp | 71.6%-35.6pp | 69.5%-33.5pp |
| Annual return | 21.29% | 22.26%-1.0pp | 35.38%-14.1pp | 25.83%-4.5pp |
| Employer contribution / active EE | $581 | $1,663-65.1% | $2,629-77.9% | $2,584-77.5% |
| Participant deferral / active EE | $741 | $3,244-77.2% | $4,672-84.1% | $4,194-82.3% |
| Admin fee / account holder | $331 | $4,839-93.2% | $9,418-96.5% | $7,856-95.8% |