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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 | $34,154 | $114,119-70.1% | $107,187-68.1% | $138,895-75.4% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 79.9%-22.0pp |
| Annual return | 11.65% | 273.21%-261.6pp | 204.55%-192.9pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,070 | $4,059-73.6% | $3,782-71.7% | $4,194-74.5% |
| Participant deferral / active EE | $1,443 | $5,538-73.9% | $5,096-71.7% | $6,396-77.4% |
| Admin fee / account holder | $2,240 | $10,024-77.7% | $9,162-75.6% | $12,562-82.2% |