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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 | $172,111-78.9% | $150,298-75.8% | $137,256-73.5% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 13.78% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $993 | $4,636-78.6% | $4,154-76.1% | $4,156-76.1% |
| Participant deferral / active EE | $993 | $6,166-83.9% | $5,453-81.8% | $6,407-84.5% |
| Admin fee / account holder | $9,204 | $16,471-44.1% | $14,116-34.8% | $12,270-25.0% |