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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 | $43,460 | $111,535-61.0% | $105,223-58.7% | $137,256-68.3% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 12.17% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $827 | $3,939-79.0% | $3,689-77.6% | $4,156-80.1% |
| Participant deferral / active EE | $1,033 | $5,500-81.2% | $5,072-79.6% | $6,407-83.9% |
| Admin fee / account holder | $305 | $9,721-96.9% | $8,859-96.6% | $12,270-97.5% |