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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 | $53,083 | $111,535-52.4% | $105,223-49.6% | $137,256-61.3% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 15.74% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $820 | $3,939-79.2% | $3,689-77.8% | $4,156-80.3% |
| Participant deferral / active EE | $1,009 | $5,500-81.6% | $5,072-80.1% | $6,407-84.2% |
| Admin fee / account holder | $3,469 | $9,721-64.3% | $8,859-60.8% | $12,270-71.7% |