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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 | $31,117 | $110,337-71.8% | $102,383-69.6% | $145,877-78.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.96% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $903 | $4,216-78.6% | $3,870-76.7% | $4,663-80.6% |
| Participant deferral / active EE | $1,240 | $5,621-77.9% | $5,060-75.5% | $6,691-81.5% |
| Admin fee / account holder | $1,647 | $9,750-83.1% | $8,391-80.4% | $13,402-87.7% |