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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 | $34,984 | $111,535-68.6% | $105,223-66.8% | $137,256-74.5% |
| Participation rate | 40.9% | 78.1%-37.2pp | 75.0%-34.1pp | 80.0%-39.1pp |
| Annual return | 16.74% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,111 | $3,939-71.8% | $3,689-69.9% | $4,156-73.3% |
| Participant deferral / active EE | $1,445 | $5,500-73.7% | $5,072-71.5% | $6,407-77.4% |
| Admin fee / account holder | $3,535 | $9,721-63.6% | $8,859-60.1% | $12,270-71.2% |