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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 | $42,611 | $115,903-63.2% | $100,528-57.6% | $158,966-73.2% |
| Participation rate | 45.5% | 81.6%-36.1pp | 79.4%-34.0pp | 82.0%-36.5pp |
| Annual return | 14.15% | 34.80%-20.7pp | 30.90%-16.8pp | 302.95%-288.8pp |
| Employer contribution / active EE | $1,038 | $4,105-74.7% | $3,419-69.6% | $4,762-78.2% |
| Participant deferral / active EE | $1,739 | $6,677-74.0% | $6,271-72.3% | $5,983-70.9% |
| Admin fee / account holder | $1,028 | $11,000-90.7% | $8,084-87.3% | $11,250-90.9% |