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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 | $45,592 | $129,737-64.9% | $119,126-61.7% | $154,746-70.5% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 18.21% | 379.08%-360.9pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $995 | $4,375-77.3% | $4,034-75.3% | $4,379-77.3% |
| Participant deferral / active EE | $1,045 | $5,842-82.1% | $5,318-80.3% | $6,730-84.5% |
| Admin fee / account holder | $3,225 | $11,961-73.0% | $10,693-69.8% | $14,365-77.5% |