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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 | $33,106 | $142,430-76.8% | $115,170-71.3% | $152,897-78.3% |
| Participation rate | 45.0% | 82.4%-37.4pp | 75.9%-30.9pp | 82.5%-37.5pp |
| Annual return | 18.85% | 41.48%-22.6pp | 35.60%-16.8pp | 345.43%-326.6pp |
| Employer contribution / active EE | $864 | $4,011-78.5% | $3,179-72.8% | $4,764-81.9% |
| Participant deferral / active EE | $1,213 | $5,165-76.5% | $4,169-70.9% | $5,851-79.3% |
| Admin fee / account holder | $6,695 | $8,464-20.9% | $7,089-5.6% | $11,599-42.3% |