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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 | $30,041 | $211,224-85.8% | $178,505-83.2% | $145,897-79.4% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 12.96% | 30.28%-17.3pp | 27.16%-14.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $790 | $4,577-82.7% | $3,955-80.0% | $4,663-83.1% |
| Participant deferral / active EE | $1,123 | $6,966-83.9% | $6,280-82.1% | $6,689-83.2% |
| Admin fee / account holder | $308 | $12,109-97.5% | $10,428-97.0% | $13,390-97.7% |