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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 | $43,641 | $124,425-64.9% | $112,040-61.0% | $137,256-68.2% |
| Participation rate | 27.8% | 79.3%-51.5pp | 76.5%-48.7pp | 80.0%-52.2pp |
| Annual return | 19.89% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $837 | $3,411-75.5% | $2,954-71.7% | $4,156-79.9% |
| Participant deferral / active EE | $1,820 | $5,718-68.2% | $5,098-64.3% | $6,407-71.6% |
| Admin fee / account holder | $552 | $15,207-96.4% | $12,098-95.4% | $12,270-95.5% |