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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 | $38,942 | $157,296-75.2% | $141,191-72.4% | $152,897-74.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 25.13% | 64.34%-39.2pp | 71.41%-46.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $945 | $5,262-82.0% | $4,736-80.1% | $4,764-80.2% |
| Participant deferral / active EE | $2,093 | $7,111-70.6% | $6,710-68.8% | $5,851-64.2% |
| Admin fee / account holder | $7,121 | $12,125-41.3% | $10,264-30.6% | $11,599-38.6% |