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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 | $24,405 | $141,004-82.7% | $112,273-78.3% | $139,456-82.5% |
| Participation rate | 41.7% | 79.2%-37.5pp | 72.4%-30.8pp | 80.3%-38.7pp |
| Annual return | 16.81% | 32.75%-15.9pp | 30.23%-13.4pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,269 | $4,285-70.4% | $3,431-63.0% | $4,753-73.3% |
| Participant deferral / active EE | $1,316 | $5,878-77.6% | $4,800-72.6% | $6,711-80.4% |
| Admin fee / account holder | $413 | $9,959-95.8% | $7,752-94.7% | $11,407-96.4% |