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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 | $38,903 | $135,956-71.4% | $123,894-68.6% | $273,972-85.8% |
| Participation rate | 35.0% | 84.1%-49.1pp | 81.4%-46.4pp | 83.0%-48.0pp |
| Annual return | 7.10% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $891 | $5,170-82.8% | $4,617-80.7% | $4,869-81.7% |
| Participant deferral / active EE | $1,185 | $6,343-81.3% | $5,984-80.2% | $5,287-77.6% |
| Admin fee / account holder | $1,703 | $9,817-82.7% | $8,357-79.6% | $10,133-83.2% |