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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 | $33,088 | $110,212-70.0% | $96,534-65.7% | $139,466-76.3% |
| Participation rate | 54.5% | 78.1%-23.6pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 18.12% | 26.42%-8.3pp | 25.88%-7.8pp | 373.66%-355.5pp |
| Employer contribution / active EE | $889 | $3,620-75.4% | $2,965-70.0% | $4,754-81.3% |
| Participant deferral / active EE | $1,029 | $5,547-81.5% | $4,851-78.8% | $6,712-84.7% |
| Admin fee / account holder | $3,553 | $11,599-69.4% | $8,253-57.0% | $11,409-68.9% |