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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 | $31,317 | $118,708-73.6% | $98,920-68.3% | $158,966-80.3% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 11.60% | 372.49%-360.9pp | 196.47%-184.9pp | 302.95%-291.3pp |
| Employer contribution / active EE | $879 | $3,334-73.6% | $2,689-67.3% | $4,762-81.5% |
| Participant deferral / active EE | $1,158 | $5,089-77.2% | $4,245-72.7% | $5,983-80.6% |
| Admin fee / account holder | $1,545 | $10,134-84.8% | $6,643-76.7% | $11,250-86.3% |