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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 | $38,669 | $117,426-67.1% | $99,470-61.1% | $152,885-74.7% |
| Participation rate | 30.4% | 77.5%-47.1pp | 73.8%-43.4pp | 82.5%-52.0pp |
| Annual return | 18.49% | 31.87%-13.4pp | 30.72%-12.2pp | 345.39%-326.9pp |
| Employer contribution / active EE | $545 | $3,014-81.9% | $2,540-78.5% | $4,763-88.6% |
| Participant deferral / active EE | $663 | $4,086-83.8% | $3,619-81.7% | $5,851-88.7% |
| Admin fee / account holder | $1,015 | $7,634-86.7% | $6,252-83.8% | $11,598-91.2% |