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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 | $32,535 | $127,387-74.5% | $115,038-71.7% | $125,389-74.1% |
| Participation rate | 41.7% | 84.2%-42.5pp | 81.4%-39.7pp | 83.2%-41.5pp |
| Annual return | -0.87% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $848 | $5,166-83.6% | $4,608-81.6% | $4,866-82.6% |
| Participant deferral / active EE | $1,675 | $6,423-73.9% | $6,026-72.2% | $5,352-68.7% |
| Admin fee / account holder | $1,333 | $9,516-86.0% | $8,175-83.7% | $9,541-86.0% |