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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 | $32,281 | $111,535-71.1% | $105,223-69.3% | $137,256-76.5% |
| Participation rate | 47.6% | 78.1%-30.5pp | 75.0%-27.4pp | 80.0%-32.3pp |
| Annual return | 14.08% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $974 | $3,939-75.3% | $3,689-73.6% | $4,156-76.6% |
| Participant deferral / active EE | $1,285 | $5,500-76.6% | $5,072-74.7% | $6,407-80.0% |
| Admin fee / account holder | $8,241 | $9,721-15.2% | $8,859-7.0% | $12,270-32.8% |