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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 | $29,788 | $107,733-72.3% | $92,985-68.0% | $154,746-80.8% |
| Participation rate | 41.7% | 74.6%-32.9pp | 69.5%-27.8pp | 80.7%-39.0pp |
| Annual return | 14.79% | 30.39%-15.6pp | 27.99%-13.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $611 | $3,126-80.5% | $2,662-77.1% | $4,379-86.1% |
| Participant deferral / active EE | $1,009 | $5,053-80.0% | $4,377-77.0% | $6,730-85.0% |
| Admin fee / account holder | $17,580 | $11,369+54.6% | $9,463+85.8% | $14,365+22.4% |