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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 | $32,361 | $157,304-79.4% | $141,197-77.1% | $152,909-78.8% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 19.63% | 64.34%-44.7pp | 71.41%-51.8pp | 345.46%-325.8pp |
| Employer contribution / active EE | $3,012 | $5,263-42.8% | $4,736-36.4% | $4,764-36.8% |
| Participant deferral / active EE | $1,005 | $7,111-85.9% | $6,710-85.0% | $5,851-82.8% |
| Admin fee / account holder | $2,449 | $12,126-79.8% | $10,265-76.1% | $11,601-78.9% |