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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 | $37,297 | $106,247-64.9% | $96,515-61.4% | $139,466-73.3% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 17.78% | 38.47%-20.7pp | 35.73%-17.9pp | 373.66%-355.9pp |
| Employer contribution / active EE | $806 | $4,106-80.4% | $3,740-78.4% | $4,754-83.0% |
| Participant deferral / active EE | $1,075 | $5,456-80.3% | $4,880-78.0% | $6,712-84.0% |
| Admin fee / account holder | $10,055 | $7,885+27.5% | $6,735+49.3% | $11,409-11.9% |