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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 | $36,325 | $157,296-76.9% | $141,191-74.3% | $152,897-76.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 22.30% | 64.34%-42.0pp | 71.41%-49.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $984 | $5,262-81.3% | $4,736-79.2% | $4,764-79.3% |
| Participant deferral / active EE | $1,330 | $7,111-81.3% | $6,710-80.2% | $5,851-77.3% |
| Admin fee / account holder | $353 | $12,125-97.1% | $10,264-96.6% | $11,599-97.0% |