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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 | $26,652 | $100,792-73.6% | $86,691-69.3% | $134,509-80.2% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | 3.06% | 29.08%-26.0pp | 35.94%-32.9pp | 418.13%-415.1pp |
| Employer contribution / active EE | $988 | $3,491-71.7% | $2,837-65.2% | $4,741-79.2% |
| Participant deferral / active EE | $1,347 | $5,339-74.8% | $4,656-71.1% | $6,400-79.0% |
| Admin fee / account holder | $1,228 | $10,924-88.8% | $7,492-83.6% | $11,427-89.3% |