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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 | $47,297 | $114,119-58.6% | $107,187-55.9% | $138,895-65.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 13.56% | 273.21%-259.6pp | 204.55%-191.0pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,240 | $4,059-69.5% | $3,782-67.2% | $4,194-70.4% |
| Participant deferral / active EE | $1,367 | $5,538-75.3% | $5,096-73.2% | $6,396-78.6% |
| Admin fee / account holder | $27,720 | $10,024+176.5% | $9,162+202.5% | $12,562+120.7% |