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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 | $42,866 | $107,368-60.1% | $92,915-53.9% | $152,909-72.0% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 22.20% | 145.64%-123.4pp | 109.45%-87.2pp | 345.46%-323.3pp |
| Employer contribution / active EE | $793 | $4,222-81.2% | $3,653-78.3% | $4,764-83.3% |
| Participant deferral / active EE | $896 | $4,848-81.5% | $4,238-78.9% | $5,851-84.7% |
| Admin fee / account holder | $8,905 | $7,082+25.7% | $5,796+53.6% | $11,601-23.2% |