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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 | $43,711 | $100,970-56.7% | $96,576-54.7% | $137,256-68.2% |
| Participation rate | 31.8% | 82.6%-50.8pp | 81.4%-49.6pp | 80.0%-48.1pp |
| Annual return | 13.68% | 38.16%-24.5pp | 38.47%-24.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $472 | $3,809-87.6% | $3,553-86.7% | $4,156-88.7% |
| Participant deferral / active EE | $408 | $8,286-95.1% | $7,956-94.9% | $6,407-93.6% |
| Admin fee / account holder | $306 | $11,312-97.3% | $11,381-97.3% | $12,270-97.5% |