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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 | $41,628 | $110,307-62.3% | $96,576-56.9% | $139,456-70.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 14.45% | 26.40%-12.0pp | 25.87%-11.4pp | 373.45%-359.0pp |
| Employer contribution / active EE | $899 | $3,619-75.2% | $2,965-69.7% | $4,753-81.1% |
| Participant deferral / active EE | $1,356 | $5,547-75.6% | $4,851-72.1% | $6,711-79.8% |
| Admin fee / account holder | $453 | $11,597-96.1% | $8,253-94.5% | $11,407-96.0% |