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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 | $61,764 | $116,203-46.8% | $93,621-34.0% | $152,897-59.6% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.8%-42.5pp | 82.5%-49.1pp |
| Annual return | 13.20% | 35.96%-22.8pp | 32.76%-19.6pp | 345.43%-332.2pp |
| Employer contribution / active EE | $995 | $3,219-69.1% | $2,719-63.4% | $4,764-79.1% |
| Participant deferral / active EE | $1,262 | $4,605-72.6% | $4,070-69.0% | $5,851-78.4% |
| Admin fee / account holder | $417 | $10,751-96.1% | $7,890-94.7% | $11,599-96.4% |