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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 | $24,388 | $135,956-82.1% | $123,894-80.3% | $273,972-91.1% |
| Participation rate | 36.8% | 84.1%-47.2pp | 81.4%-44.6pp | 83.0%-46.2pp |
| Annual return | 40.14% | 56.63%-16.5pp | 47.52%-7.4pp | 41.46%-1.3pp |
| Employer contribution / active EE | $1,307 | $5,170-74.7% | $4,617-71.7% | $4,869-73.2% |
| Participant deferral / active EE | $1,551 | $6,343-75.6% | $5,984-74.1% | $5,287-70.7% |
| Admin fee / account holder | $3,408 | $9,817-65.3% | $8,357-59.2% | $10,133-66.4% |