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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 | $38,263 | $134,817-71.6% | $123,973-69.1% | $155,188-75.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 18.64% | 515.49%-496.8pp | 388.13%-369.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $934 | $4,425-78.9% | $4,126-77.4% | $4,248-78.0% |
| Participant deferral / active EE | $1,496 | $5,706-73.8% | $5,247-71.5% | $6,531-77.1% |
| Admin fee / account holder | $524 | $13,245-96.0% | $11,799-95.6% | $14,480-96.4% |