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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 | $29,452 | $58,851-50.0% | $115,170-74.4% | $72,983-59.6% |
| Participation rate | 32.5% | 65.5%-33.0pp | 75.9%-43.4pp | 69.5%-37.0pp |
| Annual return | 17.93% | 23.16%-5.2pp | 35.60%-17.7pp | 81.01%-63.1pp |
| Employer contribution / active EE | $528 | $1,798-70.6% | $3,179-83.4% | $2,440-78.3% |
| Participant deferral / active EE | $1,002 | $2,643-62.1% | $4,169-76.0% | $3,608-72.2% |
| Admin fee / account holder | $3,441 | $6,370-46.0% | $7,089-51.5% | $5,124-32.8% |