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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 | $79,249 | $114,013-30.5% | $103,693-23.6% | $155,188-48.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 15.65% | 49.31%-33.7pp | 47.61%-32.0pp | 148.84%-133.2pp |
| Employer contribution / active EE | $392 | $3,131-87.5% | $2,920-86.6% | $4,248-90.8% |
| Participant deferral / active EE | $1,038 | $4,970-79.1% | $4,579-77.3% | $6,531-84.1% |
| Admin fee / account holder | $392 | $8,407-95.3% | $7,858-95.0% | $14,480-97.3% |