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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 | $35,356 | $162,821-78.3% | $133,978-73.6% | $158,982-77.8% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 10.92% | 41.95%-31.0pp | 45.10%-34.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $986 | $4,976-80.2% | $3,919-74.9% | $4,763-79.3% |
| Participant deferral / active EE | $1,779 | $5,910-69.9% | $5,047-64.8% | $5,983-70.3% |
| Admin fee / account holder | $656 | $11,742-94.4% | $8,930-92.7% | $11,252-94.2% |