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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 | $38,189 | $142,354-73.2% | $125,529-69.6% | $155,188-75.4% |
| Participation rate | 31.6% | 78.1%-46.5pp | 74.7%-43.1pp | 80.8%-49.2pp |
| Annual return | 11.66% | 306.06%-294.4pp | 202.56%-190.9pp | 148.84%-137.2pp |
| Employer contribution / active EE | $615 | $3,501-82.4% | $3,058-79.9% | $4,248-85.5% |
| Participant deferral / active EE | $678 | $5,491-87.7% | $4,813-85.9% | $6,531-89.6% |
| Admin fee / account holder | $3,302 | $19,392-83.0% | $16,298-79.7% | $14,480-77.2% |