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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 | $23,590 | $88,672-73.4% | $105,223-77.6% | $82,448-71.4% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 19.01% | 30.86%-11.8pp | 180.65%-161.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $992 | $3,048-67.5% | $3,689-73.1% | $2,551-61.1% |
| Participant deferral / active EE | $1,527 | $4,036-62.2% | $5,072-69.9% | $4,139-63.1% |
| Admin fee / account holder | $4,648 | $7,146-35.0% | $8,859-47.5% | $7,234-35.7% |