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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 | $41,458 | $211,288-80.4% | $178,540-76.8% | $145,884-71.6% |
| Participation rate | 23.5% | 80.8%-57.3pp | 77.1%-53.6pp | 80.3%-56.8pp |
| Annual return | 13.34% | 30.27%-16.9pp | 27.15%-13.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $722 | $4,574-84.2% | $3,953-81.7% | $4,662-84.5% |
| Participant deferral / active EE | $1,111 | $6,967-84.1% | $6,281-82.3% | $6,690-83.4% |
| Admin fee / account holder | $3,070 | $12,105-74.6% | $10,424-70.5% | $13,392-77.1% |