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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 | $32,383 | $124,346-74.0% | $111,308-70.9% | $167,536-80.7% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 15.10% | 37.45%-22.4pp | 54.67%-39.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $729 | $3,437-78.8% | $2,732-73.3% | $4,839-84.9% |
| Participant deferral / active EE | $885 | $5,182-82.9% | $4,487-80.3% | $6,342-86.1% |
| Admin fee / account holder | $1,331 | $10,621-87.5% | $7,965-83.3% | $12,315-89.2% |