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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 | $43,089 | $70,684-39.0% | $169,397-74.6% | $75,177-42.7% |
| Participation rate | 27.8% | 64.8%-37.0pp | 77.2%-49.3pp | 67.2%-39.4pp |
| Annual return | 22.97% | 36.38%-13.4pp | 406.23%-383.3pp | 160.75%-137.8pp |
| Employer contribution / active EE | $633 | $2,211-71.4% | $4,013-84.2% | $2,671-76.3% |
| Participant deferral / active EE | $1,341 | $4,310-68.9% | $6,223-78.4% | $4,126-67.5% |
| Admin fee / account holder | $2,666 | $5,404-50.7% | $9,017-70.4% | $5,651-52.8% |