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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 | $34,991 | $114,119-69.3% | $107,187-67.4% | $138,895-74.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 13.24% | 273.21%-260.0pp | 204.55%-191.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $858 | $4,059-78.9% | $3,782-77.3% | $4,194-79.6% |
| Participant deferral / active EE | $1,471 | $5,538-73.4% | $5,096-71.1% | $6,396-77.0% |
| Admin fee / account holder | $3,676 | $10,024-63.3% | $9,162-59.9% | $12,562-70.7% |