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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 | $47,412 | $225,673-79.0% | $203,872-76.7% | $155,188-69.4% |
| Participation rate | 30.0% | 80.3%-50.3pp | 77.8%-47.8pp | 80.8%-50.8pp |
| Annual return | 15.17% | 95.91%-80.7pp | 85.11%-69.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $607 | $4,099-85.2% | $3,757-83.8% | $4,248-85.7% |
| Participant deferral / active EE | $1,033 | $6,893-85.0% | $6,388-83.8% | $6,531-84.2% |
| Admin fee / account holder | $7,930 | $12,327-35.7% | $11,730-32.4% | $14,480-45.2% |