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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 | $182,442-79.2% | $163,379-76.7% | $138,895-72.6% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 19.42% | 72.74%-53.3pp | 63.41%-44.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,898 | $4,159+17.7% | $3,752+30.5% | $4,194+16.8% |
| Participant deferral / active EE | $578 | $6,817-91.5% | $6,282-90.8% | $6,396-91.0% |
| Admin fee / account holder | $13,908 | $10,396+33.8% | $9,818+41.7% | $12,562+10.7% |