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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 | $33,494 | $124,336-73.1% | $111,303-69.9% | $167,518-80.0% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 9.20% | 37.45%-28.2pp | 54.66%-45.5pp | 478.71%-469.5pp |
| Employer contribution / active EE | $1,037 | $3,436-69.8% | $2,731-62.0% | $4,838-78.6% |
| Participant deferral / active EE | $1,219 | $5,181-76.5% | $4,487-72.8% | $6,342-80.8% |
| Admin fee / account holder | $1,280 | $10,623-88.0% | $7,966-83.9% | $12,312-89.6% |