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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 | $46,139 | $124,336-62.9% | $111,303-58.5% | $167,518-72.5% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 10.01% | 37.45%-27.4pp | 54.66%-44.7pp | 478.71%-468.7pp |
| Employer contribution / active EE | $989 | $3,436-71.2% | $2,731-63.8% | $4,838-79.6% |
| Participant deferral / active EE | $989 | $5,181-80.9% | $4,487-78.0% | $6,342-84.4% |
| Admin fee / account holder | $601 | $10,623-94.3% | $7,966-92.5% | $12,312-95.1% |