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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 | $31,494 | $148,582-78.8% | $135,942-76.8% | $139,456-77.4% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 30.99% | 79.26%-48.3pp | 68.28%-37.3pp | 373.45%-342.5pp |
| Employer contribution / active EE | $1,342 | $5,245-74.4% | $4,858-72.4% | $4,753-71.8% |
| Participant deferral / active EE | $1,676 | $8,101-79.3% | $7,759-78.4% | $6,711-75.0% |
| Admin fee / account holder | $4,150 | $12,402-66.5% | $10,764-61.4% | $11,407-63.6% |