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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 | $40,278 | $136,860-70.6% | $120,344-66.5% | $154,746-74.0% |
| Participation rate | 41.2% | 79.9%-38.7pp | 76.7%-35.5pp | 80.7%-39.5pp |
| Annual return | 15.24% | 21.38%-6.1pp | 20.30%-5.1pp | 172.34%-157.1pp |
| Employer contribution / active EE | $963 | $3,533-72.8% | $3,020-68.1% | $4,379-78.0% |
| Participant deferral / active EE | $1,246 | $5,793-78.5% | $5,135-75.7% | $6,730-81.5% |
| Admin fee / account holder | $890 | $15,393-94.2% | $12,742-93.0% | $14,365-93.8% |