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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 | $88,996-62.8% | $78,004-57.6% | $138,895-76.2% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.4%-36.1pp | 79.9%-46.6pp |
| Annual return | 20.95% | 28.03%-7.1pp | 31.07%-10.1pp | 145.39%-124.4pp |
| Employer contribution / active EE | $627 | $2,917-78.5% | $2,469-74.6% | $4,194-85.1% |
| Participant deferral / active EE | $627 | $4,724-86.7% | $4,092-84.7% | $6,396-90.2% |
| Admin fee / account holder | $350 | $8,807-96.0% | $7,578-95.4% | $12,562-97.2% |