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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 | $38,239 | $138,312-72.4% | $122,979-68.9% | $155,188-75.4% |
| Participation rate | 36.4% | 80.2%-43.8pp | 77.2%-40.8pp | 80.8%-44.4pp |
| Annual return | 8.85% | 22.06%-13.2pp | 20.12%-11.3pp | 148.84%-140.0pp |
| Employer contribution / active EE | $852 | $3,530-75.9% | $3,062-72.2% | $4,248-79.9% |
| Participant deferral / active EE | $1,064 | $5,592-81.0% | $5,003-78.7% | $6,531-83.7% |
| Admin fee / account holder | $7,458 | $15,089-50.6% | $12,864-42.0% | $14,480-48.5% |