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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 | $66,540 | $111,814-40.5% | $103,374-35.6% | $145,959-54.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.38% | 24.77%-14.4pp | 24.89%-14.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,009 | $4,214-76.0% | $3,869-73.9% | $4,661-78.3% |
| Participant deferral / active EE | $1,376 | $5,618-75.5% | $5,058-72.8% | $6,689-79.4% |
| Admin fee / account holder | $779 | $9,754-92.0% | $8,394-90.7% | $13,398-94.2% |