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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 | $37,681 | $70,684-46.7% | $169,397-77.8% | $75,177-49.9% |
| Participation rate | 30.8% | 64.8%-34.0pp | 77.2%-46.4pp | 67.2%-36.4pp |
| Annual return | 19.49% | 36.38%-16.9pp | 406.23%-386.7pp | 160.75%-141.3pp |
| Employer contribution / active EE | $580 | $2,211-73.8% | $4,013-85.6% | $2,671-78.3% |
| Participant deferral / active EE | $1,190 | $4,310-72.4% | $6,223-80.9% | $4,126-71.2% |
| Admin fee / account holder | $1,316 | $5,404-75.6% | $9,017-85.4% | $5,651-76.7% |