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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 | $43,700 | $124,980-65.0% | $108,359-59.7% | $154,746-71.8% |
| Participation rate | 37.5% | 75.2%-37.7pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 8.26% | 45.00%-36.7pp | 36.89%-28.6pp | 172.34%-164.1pp |
| Employer contribution / active EE | $577 | $2,851-79.8% | $2,399-75.9% | $4,379-86.8% |
| Participant deferral / active EE | $661 | $4,743-86.1% | $4,137-84.0% | $6,730-90.2% |
| Admin fee / account holder | $459 | $11,502-96.0% | $9,741-95.3% | $14,365-96.8% |