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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 | $129,737-75.1% | $119,126-72.9% | $154,746-79.1% |
| Participation rate | 47.6% | 78.9%-31.2pp | 75.8%-28.1pp | 80.7%-33.1pp |
| Annual return | 14.08% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $974 | $4,375-77.7% | $4,034-75.8% | $4,379-77.7% |
| Participant deferral / active EE | $1,285 | $5,842-78.0% | $5,318-75.8% | $6,730-80.9% |
| Admin fee / account holder | $8,241 | $11,961-31.1% | $10,693-22.9% | $14,365-42.6% |