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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 | $33,006 | $123,155-73.2% | $108,753-69.7% | $155,188-78.7% |
| Participation rate | 20.0% | 75.6%-55.6pp | 71.1%-51.1pp | 80.8%-60.8pp |
| Annual return | 18.13% | 44.73%-26.6pp | 37.47%-19.3pp | 148.84%-130.7pp |
| Employer contribution / active EE | $411 | $2,811-85.4% | $2,427-83.1% | $4,248-90.3% |
| Participant deferral / active EE | $469 | $4,623-89.8% | $4,115-88.6% | $6,531-92.8% |
| Admin fee / account holder | $311 | $12,126-97.4% | $10,320-97.0% | $14,480-97.9% |