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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 | $34,716 | $172,111-79.8% | $150,298-76.9% | $137,256-74.7% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 16.79% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $852 | $4,636-81.6% | $4,154-79.5% | $4,156-79.5% |
| Participant deferral / active EE | $1,115 | $6,166-81.9% | $5,453-79.5% | $6,407-82.6% |
| Admin fee / account holder | $641 | $16,471-96.1% | $14,116-95.5% | $12,270-94.8% |