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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 | $36,366 | $185,312-80.4% | $161,489-77.5% | $154,746-76.5% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 13.78% | 103.84%-90.1pp | 89.72%-75.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $993 | $4,769-79.2% | $4,268-76.7% | $4,379-77.3% |
| Participant deferral / active EE | $993 | $6,350-84.4% | $5,630-82.4% | $6,730-85.2% |
| Admin fee / account holder | $9,204 | $18,654-50.7% | $16,006-42.5% | $14,365-35.9% |