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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 | $33,083 | $87,166-62.0% | $76,735-56.9% | $137,256-75.9% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.5%-36.2pp | 80.0%-46.6pp |
| Annual return | 20.95% | 26.50%-5.5pp | 29.77%-8.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $627 | $2,904-78.4% | $2,454-74.5% | $4,156-84.9% |
| Participant deferral / active EE | $627 | $4,726-86.7% | $4,088-84.7% | $6,407-90.2% |
| Admin fee / account holder | $350 | $8,403-95.8% | $7,189-95.1% | $12,270-97.1% |