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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 | $33,484 | $165,399-79.8% | $149,745-77.6% | $158,982-78.9% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 11.61% | 348.34%-336.7pp | 276.72%-265.1pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,069 | $5,105-79.1% | $4,646-77.0% | $4,763-77.6% |
| Participant deferral / active EE | $1,386 | $7,183-80.7% | $6,843-79.8% | $5,983-76.8% |
| Admin fee / account holder | $949 | $10,811-91.2% | $9,312-89.8% | $11,252-91.6% |