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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 | $31,927 | $182,442-82.5% | $163,379-80.5% | $138,895-77.0% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 19.49% | 72.74%-53.2pp | 63.41%-43.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $610 | $4,159-85.3% | $3,752-83.7% | $4,194-85.4% |
| Participant deferral / active EE | $698 | $6,817-89.8% | $6,282-88.9% | $6,396-89.1% |
| Admin fee / account holder | $368 | $10,396-96.5% | $9,818-96.3% | $12,562-97.1% |