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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 | $30,766 | $110,278-72.1% | $95,740-67.9% | $139,466-77.9% |
| Participation rate | 31.3% | 75.7%-44.5pp | 72.3%-41.0pp | 80.3%-49.1pp |
| Annual return | 13.06% | 27.19%-14.1pp | 28.41%-15.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $636 | $3,260-80.5% | $2,836-77.6% | $4,754-86.6% |
| Participant deferral / active EE | $653 | $4,674-86.0% | $4,244-84.6% | $6,712-90.3% |
| Admin fee / account holder | $5,090 | $6,613-23.0% | $5,676-10.3% | $11,409-55.4% |