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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 | $36,818 | $114,013-67.7% | $103,693-64.5% | $155,188-76.3% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-9.0pp | 80.8%-17.2pp |
| Annual return | 9.38% | 49.31%-39.9pp | 47.61%-38.2pp | 148.84%-139.5pp |
| Employer contribution / active EE | $831 | $3,131-73.5% | $2,920-71.6% | $4,248-80.4% |
| Participant deferral / active EE | $1,054 | $4,970-78.8% | $4,579-77.0% | $6,531-83.9% |
| Admin fee / account holder | $2,368 | $8,407-71.8% | $7,858-69.9% | $14,480-83.6% |