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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 | $56,304 | $132,099-57.4% | $115,599-51.3% | $138,895-59.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.3%-40.9pp | 79.9%-46.6pp |
| Annual return | 16.24% | 176.76%-160.5pp | 111.10%-94.9pp | 145.39%-129.2pp |
| Employer contribution / active EE | $692 | $3,416-79.7% | $2,955-76.6% | $4,194-83.5% |
| Participant deferral / active EE | $1,431 | $5,617-74.5% | $4,889-70.7% | $6,396-77.6% |
| Admin fee / account holder | $6,513 | $15,650-58.4% | $12,841-49.3% | $12,562-48.2% |