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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 | $29,453 | $172,111-82.9% | $150,298-80.4% | $137,256-78.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 11.96% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $936 | $4,636-79.8% | $4,154-77.5% | $4,156-77.5% |
| Participant deferral / active EE | $1,352 | $6,166-78.1% | $5,453-75.2% | $6,407-78.9% |
| Admin fee / account holder | $2,233 | $16,471-86.4% | $14,116-84.2% | $12,270-81.8% |