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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 | $24,284 | $83,337-70.9% | $67,834-64.2% | $273,972-91.1% |
| Participation rate | 38.1% | 76.4%-38.3pp | 68.8%-30.7pp | 83.0%-44.9pp |
| Annual return | 7.56% | 259.45%-251.9pp | 138.47%-130.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $716 | $3,287-78.2% | $2,403-70.2% | $4,869-85.3% |
| Participant deferral / active EE | $932 | $4,088-77.2% | $3,160-70.5% | $5,287-82.4% |
| Admin fee / account holder | $1,102 | $6,752-83.7% | $4,622-76.2% | $10,133-89.1% |