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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 | $42,864 | $54,757-21.7% | $90,300-52.5% | $72,983-41.3% |
| Participation rate | 12.5% | 65.1%-52.6pp | 73.3%-60.8pp | 69.5%-57.0pp |
| Annual return | 19.38% | 30.63%-11.2pp | 78.11%-58.7pp | 81.01%-61.6pp |
| Employer contribution / active EE | $289 | $2,092-86.2% | $2,854-89.9% | $2,440-88.2% |
| Participant deferral / active EE | $642 | $2,887-77.8% | $3,884-83.5% | $3,608-82.2% |
| Admin fee / account holder | $3,934 | $3,972-0.9% | $5,353-26.5% | $5,124-23.2% |