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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 | $34,130 | $118,708-71.2% | $98,920-65.5% | $158,966-78.5% |
| Participation rate | 47.6% | 77.8%-30.2pp | 76.0%-28.4pp | 82.0%-34.3pp |
| Annual return | 18.28% | 372.49%-354.2pp | 196.47%-178.2pp | 302.95%-284.7pp |
| Employer contribution / active EE | $764 | $3,334-77.1% | $2,689-71.6% | $4,762-84.0% |
| Participant deferral / active EE | $949 | $5,089-81.3% | $4,245-77.6% | $5,983-84.1% |
| Admin fee / account holder | $1,005 | $10,134-90.1% | $6,643-84.9% | $11,250-91.1% |