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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 | $59,139 | $114,013-48.1% | $103,693-43.0% | $155,188-61.9% |
| Participation rate | 29.4% | 75.2%-45.8pp | 72.6%-43.2pp | 80.8%-51.4pp |
| Annual return | 13.63% | 49.31%-35.7pp | 47.61%-34.0pp | 148.84%-135.2pp |
| Employer contribution / active EE | $391 | $3,131-87.5% | $2,920-86.6% | $4,248-90.8% |
| Participant deferral / active EE | $969 | $4,970-80.5% | $4,579-78.8% | $6,531-85.2% |
| Admin fee / account holder | $1,684 | $8,407-80.0% | $7,858-78.6% | $14,480-88.4% |