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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 | $34,683 | $148,629-76.7% | $135,982-74.5% | $139,487-75.1% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 19.66% | 79.33%-59.7pp | 68.32%-48.7pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,077 | $5,247-79.5% | $4,859-77.8% | $4,755-77.4% |
| Participant deferral / active EE | $1,077 | $8,102-86.7% | $7,760-86.1% | $6,713-84.0% |
| Admin fee / account holder | $808 | $12,406-93.5% | $10,767-92.5% | $11,407-92.9% |