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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 | $33,065 | $135,956-75.7% | $123,894-73.3% | $273,972-87.9% |
| Participation rate | 30.0% | 84.1%-54.1pp | 81.4%-51.4pp | 83.0%-53.0pp |
| Annual return | 12.72% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $884 | $5,170-82.9% | $4,617-80.9% | $4,869-81.9% |
| Participant deferral / active EE | $1,146 | $6,343-81.9% | $5,984-80.9% | $5,287-78.3% |
| Admin fee / account holder | $449 | $9,817-95.4% | $8,357-94.6% | $10,133-95.6% |