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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 | $34,767 | $129,737-73.2% | $119,126-70.8% | $154,746-77.5% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 17.92% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $967 | $4,375-77.9% | $4,034-76.0% | $4,379-77.9% |
| Participant deferral / active EE | $1,661 | $5,842-71.6% | $5,318-68.8% | $6,730-75.3% |
| Admin fee / account holder | $907 | $11,961-92.4% | $10,693-91.5% | $14,365-93.7% |