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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 | $32,561 | $103,393-68.5% | $87,103-62.6% | $152,909-78.7% |
| Participation rate | 35.3% | 79.4%-44.1pp | 76.9%-41.6pp | 82.5%-47.2pp |
| Annual return | 16.40% | 28.10%-11.7pp | 28.19%-11.8pp | 345.46%-329.1pp |
| Employer contribution / active EE | $655 | $3,221-79.7% | $2,521-74.0% | $4,764-86.2% |
| Participant deferral / active EE | $1,176 | $4,778-75.4% | $4,049-71.0% | $5,851-79.9% |
| Admin fee / account holder | $3,385 | $12,195-72.2% | $7,491-54.8% | $11,601-70.8% |