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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 | $66,476 | $86,298-23.0% | $111,308-40.3% | $85,847-22.6% |
| Participation rate | 29.9% | 73.3%-43.5pp | 77.3%-47.4pp | 69.3%-39.4pp |
| Annual return | 19.96% | 19.99%0pp | 54.67%-34.7pp | 318.61%-298.7pp |
| Employer contribution / active EE | $1,041 | $2,044-49.1% | $2,732-61.9% | $2,565-59.4% |
| Participant deferral / active EE | $1,618 | $3,641-55.6% | $4,487-63.9% | $3,952-59.1% |
| Admin fee / account holder | $4,491 | $8,189-45.2% | $7,965-43.6% | $6,261-28.3% |