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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 | $81,250 | $115,911-29.9% | $100,530-19.2% | $158,950-48.9% |
| Participation rate | 33.3% | 81.6%-48.3pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 18.79% | 34.80%-16.0pp | 30.89%-12.1pp | 302.91%-284.1pp |
| Employer contribution / active EE | $595 | $4,104-85.5% | $3,418-82.6% | $4,762-87.5% |
| Participant deferral / active EE | $1,245 | $6,676-81.3% | $6,271-80.1% | $5,983-79.2% |
| Admin fee / account holder | $2,152 | $10,999-80.4% | $8,083-73.4% | $11,248-80.9% |