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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 | $30,832 | $160,028-80.7% | $147,080-79.0% | $145,884-78.9% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 16.89% | 98.60%-81.7pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,542 | $5,286-70.8% | $4,933-68.7% | $4,662-66.9% |
| Participant deferral / active EE | $1,910 | $8,422-77.3% | $8,066-76.3% | $6,690-71.4% |
| Admin fee / account holder | $645 | $15,030-95.7% | $12,989-95.0% | $13,392-95.2% |