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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 | $29,184 | $100,911-71.1% | $90,440-67.7% | $158,966-81.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 16.79% | 1726.62%-1709.8pp | 1294.38%-1277.6pp | 302.95%-286.2pp |
| Employer contribution / active EE | $701 | $3,690-81.0% | $3,263-78.5% | $4,762-85.3% |
| Participant deferral / active EE | $701 | $4,348-83.9% | $3,964-82.3% | $5,983-88.3% |
| Admin fee / account holder | $2,967 | $6,507-54.4% | $5,615-47.2% | $11,250-73.6% |