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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 | $34,923 | $185,883-81.2% | $170,043-79.5% | $139,466-75.0% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 13.77% | 60.54%-46.8pp | 53.40%-39.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,733 | $7,596-77.2% | $6,790-74.5% | $4,754-63.5% |
| Participant deferral / active EE | $2,285 | $11,626-80.3% | $10,410-78.0% | $6,712-66.0% |
| Admin fee / account holder | $9,901 | $15,393-35.7% | $12,824-22.8% | $11,409-13.2% |