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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 | $38,927 | $135,956-71.4% | $123,894-68.6% | $273,972-85.8% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 11.61% | 56.63%-45.0pp | 47.52%-35.9pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,018 | $5,170-80.3% | $4,617-78.0% | $4,869-79.1% |
| Participant deferral / active EE | $1,836 | $6,343-71.0% | $5,984-69.3% | $5,287-65.3% |
| Admin fee / account holder | $3,885 | $9,817-60.4% | $8,357-53.5% | $10,133-61.7% |