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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 | $41,336 | $103,393-60.0% | $87,103-52.5% | $152,909-73.0% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 21.83% | 28.10%-6.3pp | 28.19%-6.4pp | 345.46%-323.6pp |
| Employer contribution / active EE | $1,053 | $3,221-67.3% | $2,521-58.2% | $4,764-77.9% |
| Participant deferral / active EE | $1,276 | $4,778-73.3% | $4,049-68.5% | $5,851-78.2% |
| Admin fee / account holder | $367 | $12,195-97.0% | $7,491-95.1% | $11,601-96.8% |