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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 | $35,328 | $103,385-65.8% | $87,104-59.4% | $152,870-76.9% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.9%-21.9pp | 82.4%-27.4pp |
| Annual return | 16.26% | 28.10%-11.8pp | 28.19%-11.9pp | 345.34%-329.1pp |
| Employer contribution / active EE | $1,005 | $3,220-68.8% | $2,521-60.1% | $4,763-78.9% |
| Participant deferral / active EE | $1,215 | $4,778-74.6% | $4,049-70.0% | $5,850-79.2% |
| Admin fee / account holder | $2,720 | $12,192-77.7% | $7,490-63.7% | $11,597-76.5% |