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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 | $46,705 | $123,854-62.3% | $69,623-32.9% | $145,884-68.0% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 9.20% | 192.35%-183.1pp | 101.23%-92.0pp | 551.85%-542.6pp |
| Employer contribution / active EE | $372 | $2,673-86.1% | $1,709-78.2% | $4,662-92.0% |
| Participant deferral / active EE | $536 | $4,242-87.4% | $2,890-81.5% | $6,690-92.0% |
| Admin fee / account holder | $8,659 | $7,822+10.7% | $4,696+84.4% | $13,392-35.3% |