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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 | $24,716 | $118,680-79.2% | $98,910-75.0% | $158,931-84.4% |
| Participation rate | 34.8% | 77.8%-43.0pp | 76.0%-41.2pp | 82.0%-47.2pp |
| Annual return | 8.80% | 372.35%-363.5pp | 196.44%-187.6pp | 302.86%-294.1pp |
| Employer contribution / active EE | $732 | $3,333-78.0% | $2,689-72.8% | $4,761-84.6% |
| Participant deferral / active EE | $1,057 | $5,088-79.2% | $4,244-75.1% | $5,982-82.3% |
| Admin fee / account holder | $5,414 | $10,131-46.6% | $6,642-18.5% | $11,247-51.9% |