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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 | $34,574 | $115,225-70.0% | $100,712-65.7% | $138,895-75.1% |
| Participation rate | 41.7% | 74.3%-32.7pp | 69.3%-27.6pp | 79.9%-38.3pp |
| Annual return | 17.13% | 40.35%-23.2pp | 33.27%-16.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $657 | $2,771-76.3% | $2,313-71.6% | $4,194-84.3% |
| Participant deferral / active EE | $1,094 | $4,699-76.7% | $4,085-73.2% | $6,396-82.9% |
| Admin fee / account holder | $632 | $10,844-94.2% | $9,256-93.2% | $12,562-95.0% |