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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 | $41,432 | $154,228-73.1% | $145,433-71.5% | $137,256-69.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 15.45% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $942 | $4,804-80.4% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $990 | $8,216-87.9% | $7,897-87.5% | $6,407-84.5% |
| Admin fee / account holder | $5,955 | $14,344-58.5% | $13,129-54.6% | $12,270-51.5% |