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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 | $36,416 | $83,369-56.3% | $105,223-65.4% | $67,986-46.4% |
| Participation rate | 19.0% | 56.3%-37.2pp | 75.0%-56.0pp | 57.2%-38.2pp |
| Annual return | 19.46% | 24.64%-5.2pp | 180.65%-161.2pp | 31.67%-12.2pp |
| Employer contribution / active EE | $964 | $2,541-62.0% | $3,689-73.9% | $2,019-52.2% |
| Participant deferral / active EE | $1,400 | $3,295-57.5% | $5,072-72.4% | $3,358-58.3% |
| Admin fee / account holder | $1,270 | $4,073-68.8% | $8,859-85.7% | $3,203-60.3% |