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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 | $107,733-69.3% | $92,985-64.4% | $154,746-78.6% |
| Participation rate | 33.3% | 74.6%-41.2pp | 69.5%-36.2pp | 80.7%-47.4pp |
| Annual return | 20.95% | 30.39%-9.4pp | 27.99%-7.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $627 | $3,126-80.0% | $2,662-76.5% | $4,379-85.7% |
| Participant deferral / active EE | $627 | $5,053-87.6% | $4,377-85.7% | $6,730-90.7% |
| Admin fee / account holder | $350 | $11,369-96.9% | $9,463-96.3% | $14,365-97.6% |