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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 | $35,819 | $55,457-35.4% | $77,361-53.7% | $94,015-61.9% |
| Participation rate | 58.3% | 69.8%-11.5pp | 75.0%-16.6pp | 70.8%-12.5pp |
| Annual return | 10.55% | 15.57%-5.0pp | 1011.54%-1001.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $538 | $2,255-76.2% | $2,990-82.0% | $2,790-80.7% |
| Participant deferral / active EE | $766 | $3,069-75.0% | $3,911-80.4% | $4,249-82.0% |
| Admin fee / account holder | $2,475 | $4,334-42.9% | $5,894-58.0% | $8,951-72.3% |