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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 | $31,713 | $100,938-68.6% | $90,461-64.9% | $158,982-80.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 6.78% | 1727.20%-1720.4pp | 1294.76%-1288.0pp | 302.99%-296.2pp |
| Employer contribution / active EE | $582 | $3,691-84.2% | $3,264-82.2% | $4,763-87.8% |
| Participant deferral / active EE | $666 | $4,350-84.7% | $3,964-83.2% | $5,983-88.9% |
| Admin fee / account holder | $2,234 | $6,510-65.7% | $5,617-60.2% | $11,252-80.1% |