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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 | $43,095 | $123,155-65.0% | $108,753-60.4% | $155,188-72.2% |
| Participation rate | 7.1% | 75.6%-68.5pp | 71.1%-63.9pp | 80.8%-73.7pp |
| Annual return | 9.67% | 44.73%-35.1pp | 37.47%-27.8pp | 148.84%-139.2pp |
| Employer contribution / active EE | $424 | $2,811-84.9% | $2,427-82.5% | $4,248-90.0% |
| Participant deferral / active EE | $1,060 | $4,623-77.1% | $4,115-74.3% | $6,531-83.8% |
| Admin fee / account holder | $19,014 | $12,126+56.8% | $10,320+84.2% | $14,480+31.3% |