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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 | $29,156 | $124,351-76.6% | $109,188-73.3% | $167,553-82.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 12.19% | 26.04%-13.9pp | 25.76%-13.6pp | 478.89%-466.7pp |
| Employer contribution / active EE | $1,131 | $4,210-73.1% | $3,723-69.6% | $4,840-76.6% |
| Participant deferral / active EE | $1,414 | $5,257-73.1% | $4,654-69.6% | $6,343-77.7% |
| Admin fee / account holder | $5,034 | $7,975-36.9% | $6,755-25.5% | $12,316-59.1% |