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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 | $39,103 | $103,393-62.2% | $87,103-55.1% | $152,909-74.4% |
| Participation rate | 54.5% | 79.4%-24.8pp | 76.9%-22.3pp | 82.5%-27.9pp |
| Annual return | 10.93% | 28.10%-17.2pp | 28.19%-17.3pp | 345.46%-334.5pp |
| Employer contribution / active EE | $896 | $3,221-72.2% | $2,521-64.5% | $4,764-81.2% |
| Participant deferral / active EE | $1,346 | $4,778-71.8% | $4,049-66.7% | $5,851-77.0% |
| Admin fee / account holder | $2,701 | $12,195-77.9% | $7,491-63.9% | $11,601-76.7% |