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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 | $23,614 | $106,267-77.8% | $96,520-75.5% | $139,456-83.1% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.3%-35.9pp | 80.3%-41.9pp |
| Annual return | 14.34% | 38.45%-24.1pp | 35.72%-21.4pp | 373.45%-359.1pp |
| Employer contribution / active EE | $816 | $4,105-80.1% | $3,739-78.2% | $4,753-82.8% |
| Participant deferral / active EE | $1,351 | $5,454-75.2% | $4,879-72.3% | $6,711-79.9% |
| Admin fee / account holder | $3,462 | $7,882-56.1% | $6,733-48.6% | $11,407-69.6% |