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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 | $23,917 | $73,955-67.7% | $96,520-75.2% | $75,181-68.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 16.74% | 26.72%-10.0pp | 35.72%-19.0pp | 160.69%-143.9pp |
| Employer contribution / active EE | $996 | $2,930-66.0% | $3,739-73.3% | $2,671-62.7% |
| Participant deferral / active EE | $1,300 | $3,659-64.5% | $4,879-73.3% | $4,126-68.5% |
| Admin fee / account holder | $2,957 | $5,217-43.3% | $6,733-56.1% | $5,650-47.7% |