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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 | $43,933 | $210,343-79.1% | $153,476-71.4% | $145,978-69.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 13.41% | 13.38%0pp | 15.66%-2.2pp | 550.52%-537.1pp |
| Employer contribution / active EE | $3,875 | $6,047-35.9% | $5,038-23.1% | $4,662-16.9% |
| Participant deferral / active EE | $64 | $7,977-99.2% | $6,759-99.1% | $6,690-99.0% |
| Admin fee / account holder | $2,204 | $19,424-88.7% | $12,729-82.7% | $13,400-83.6% |