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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 | $28,839 | $85,766-66.4% | $136,298-78.8% | $70,126-58.9% |
| Participation rate | 29.0% | 74.2%-45.2pp | 81.9%-52.9pp | 69.5%-40.6pp |
| Annual return | 22.78% | 31.46%-8.7pp | 5156.27%-5133.5pp | 73.15%-50.4pp |
| Employer contribution / active EE | $762 | $2,966-74.3% | $4,696-83.8% | $2,343-67.5% |
| Participant deferral / active EE | $1,830 | $5,051-63.8% | $6,247-70.7% | $3,332-45.1% |
| Admin fee / account holder | $878 | $5,421-83.8% | $9,244-90.5% | $4,645-81.1% |