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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 | $37,125 | $97,289-61.8% | $92,805-60.0% | $155,188-76.1% |
| Participation rate | 42.9% | 84.2%-41.3pp | 83.5%-40.7pp | 80.8%-37.9pp |
| Annual return | 17.22% | 29.03%-11.8pp | 31.59%-14.4pp | 148.84%-131.6pp |
| Employer contribution / active EE | $784 | $3,632-78.4% | $3,424-77.1% | $4,248-81.6% |
| Participant deferral / active EE | $978 | $8,795-88.9% | $8,448-88.4% | $6,531-85.0% |
| Admin fee / account holder | $308 | $12,015-97.4% | $10,911-97.2% | $14,480-97.9% |