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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 | $38,041 | $154,228-75.3% | $145,433-73.8% | $137,256-72.3% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 19.31% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $888 | $4,804-81.5% | $4,554-80.5% | $4,156-78.6% |
| Participant deferral / active EE | $1,110 | $8,216-86.5% | $7,897-85.9% | $6,407-82.7% |
| Admin fee / account holder | $557 | $14,344-96.1% | $13,129-95.8% | $12,270-95.5% |