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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 | $27,418 | $110,410-75.2% | $102,437-73.2% | $145,897-81.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 10.41% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $962 | $4,217-77.2% | $3,871-75.1% | $4,663-79.4% |
| Participant deferral / active EE | $1,471 | $5,622-73.8% | $5,060-70.9% | $6,689-78.0% |
| Admin fee / account holder | $3,365 | $9,745-65.5% | $8,388-59.9% | $13,390-74.9% |