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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 | $30,442 | $172,111-82.3% | $150,298-79.7% | $137,256-77.8% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 12.22% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $976 | $4,636-78.9% | $4,154-76.5% | $4,156-76.5% |
| Participant deferral / active EE | $1,001 | $6,166-83.8% | $5,453-81.6% | $6,407-84.4% |
| Admin fee / account holder | $9,020 | $16,471-45.2% | $14,116-36.1% | $12,270-26.5% |