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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 | $35,674 | $108,942-67.3% | $100,415-64.5% | $145,897-75.5% |
| Participation rate | 69.2% | 83.0%-13.8pp | 81.5%-12.3pp | 80.3%-11.1pp |
| Annual return | 12.24% | 58.27%-46.0pp | 49.47%-37.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $462 | $4,422-89.6% | $3,943-88.3% | $4,663-90.1% |
| Participant deferral / active EE | $1,265 | $8,461-85.0% | $8,091-84.4% | $6,689-81.1% |
| Admin fee / account holder | $8,423 | $9,702-13.2% | $7,906+6.5% | $13,390-37.1% |