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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 | $29,921 | $55,457-46.0% | $77,361-61.3% | $94,015-68.2% |
| Participation rate | 33.9% | 69.8%-35.9pp | 75.0%-41.0pp | 70.8%-36.9pp |
| Annual return | 13.47% | 15.57%-2.1pp | 1011.54%-998.1pp | 17.84%-4.4pp |
| Employer contribution / active EE | $735 | $2,255-67.4% | $2,990-75.4% | $2,790-73.6% |
| Participant deferral / active EE | $917 | $3,069-70.1% | $3,911-76.5% | $4,249-78.4% |
| Admin fee / account holder | $4,138 | $4,334-4.5% | $5,894-29.8% | $8,951-53.8% |