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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 | $37,991 | $78,707-51.7% | $117,861-67.8% | $70,126-45.8% |
| Participation rate | 27.7% | 73.2%-45.5pp | 79.7%-52.0pp | 69.5%-41.9pp |
| Annual return | 13.34% | 23.30%-10.0pp | 335.11%-321.8pp | 73.15%-59.8pp |
| Employer contribution / active EE | $660 | $2,223-70.3% | $3,786-82.6% | $2,343-71.8% |
| Participant deferral / active EE | $1,046 | $3,297-68.3% | $4,482-76.7% | $3,332-68.6% |
| Admin fee / account holder | $2,560 | $5,066-49.5% | $8,021-68.1% | $4,645-44.9% |