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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 | $37,993 | $225,673-83.2% | $203,872-81.4% | $155,188-75.5% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 19.42% | 95.91%-76.5pp | 85.11%-65.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $4,898 | $4,099+19.5% | $3,757+30.3% | $4,248+15.3% |
| Participant deferral / active EE | $578 | $6,893-91.6% | $6,388-91.0% | $6,531-91.2% |
| Admin fee / account holder | $13,908 | $12,327+12.8% | $11,730+18.6% | $14,480-3.9% |