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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 | $36,109 | $117,895-69.4% | $102,460-64.8% | $145,897-75.3% |
| Participation rate | 27.3% | 78.6%-51.4pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 11.00% | 31.92%-20.9pp | 29.47%-18.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $867 | $3,619-76.0% | $3,025-71.3% | $4,663-81.4% |
| Participant deferral / active EE | $1,278 | $5,736-77.7% | $5,056-74.7% | $6,689-80.9% |
| Admin fee / account holder | $701 | $13,353-94.8% | $9,460-92.6% | $13,390-94.8% |