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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 | $108,912-68.3% | $100,383-65.6% | $145,959-76.3% |
| Participation rate | 68.4% | 83.0%-14.5pp | 81.5%-13.1pp | 80.3%-11.9pp |
| Annual return | 12.57% | 57.96%-45.4pp | 49.26%-36.7pp | 561.95%-549.4pp |
| Employer contribution / active EE | $932 | $4,423-78.9% | $3,944-76.4% | $4,661-80.0% |
| Participant deferral / active EE | $1,085 | $8,451-87.2% | $8,086-86.6% | $6,689-83.8% |
| Admin fee / account holder | $6,676 | $9,690-31.1% | $7,900-15.5% | $13,398-50.2% |