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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 | $34,530 | $108,942-68.3% | $100,415-65.6% | $145,897-76.3% |
| Participation rate | 68.4% | 83.0%-14.6pp | 81.5%-13.1pp | 80.3%-11.9pp |
| Annual return | 12.57% | 58.27%-45.7pp | 49.47%-36.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $932 | $4,422-78.9% | $3,943-76.4% | $4,663-80.0% |
| Participant deferral / active EE | $1,085 | $8,461-87.2% | $8,091-86.6% | $6,689-83.8% |
| Admin fee / account holder | $6,676 | $9,702-31.2% | $7,906-15.6% | $13,390-50.1% |