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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 | $28,419 | $115,810-75.5% | $101,271-71.9% | $158,966-82.1% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 16.65% | 56.15%-39.5pp | 46.48%-29.8pp | 302.95%-286.3pp |
| Employer contribution / active EE | $980 | $4,175-76.5% | $3,660-73.2% | $4,762-79.4% |
| Participant deferral / active EE | $1,079 | $4,958-78.2% | $4,371-75.3% | $5,983-82.0% |
| Admin fee / account holder | $416 | $7,248-94.3% | $5,948-93.0% | $11,250-96.3% |