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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 | $211,239-80.4% | $178,528-76.8% | $145,877-71.6% |
| Participation rate | 23.5% | 80.8%-57.3pp | 77.1%-53.6pp | 80.3%-56.8pp |
| Annual return | 13.34% | 30.22%-16.9pp | 27.11%-13.8pp | 551.28%-537.9pp |
| Employer contribution / active EE | $722 | $4,570-84.2% | $3,950-81.7% | $4,663-84.5% |
| Participant deferral / active EE | $1,111 | $6,963-84.0% | $6,278-82.3% | $6,691-83.4% |
| Admin fee / account holder | $3,070 | $12,095-74.6% | $10,419-70.5% | $13,402-77.1% |