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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 | $30,176 | $161,352-81.3% | $134,172-77.5% | $137,256-78.0% |
| Participation rate | 39.1% | 78.3%-39.2pp | 72.5%-33.3pp | 80.0%-40.8pp |
| Annual return | 17.49% | 28.72%-11.2pp | 25.30%-7.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,034 | $4,099-74.8% | $3,420-69.8% | $4,156-75.1% |
| Participant deferral / active EE | $909 | $5,552-83.6% | $4,690-80.6% | $6,407-85.8% |
| Admin fee / account holder | $493 | $15,028-96.7% | $12,016-95.9% | $12,270-96.0% |