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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 | $33,782 | $107,368-68.5% | $92,915-63.6% | $152,909-77.9% |
| Participation rate | 36.8% | 79.8%-42.9pp | 76.0%-39.2pp | 82.5%-45.6pp |
| Annual return | 17.82% | 145.64%-127.8pp | 109.45%-91.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $810 | $4,222-80.8% | $3,653-77.8% | $4,764-83.0% |
| Participant deferral / active EE | $1,087 | $4,848-77.6% | $4,238-74.3% | $5,851-81.4% |
| Admin fee / account holder | $4,117 | $7,082-41.9% | $5,796-29.0% | $11,601-64.5% |