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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 | $124,425-67.6% | $112,040-64.1% | $137,256-70.7% |
| Participation rate | 41.2% | 79.3%-38.1pp | 76.5%-35.3pp | 80.0%-38.8pp |
| Annual return | 15.24% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $963 | $3,411-71.8% | $2,954-67.4% | $4,156-76.8% |
| Participant deferral / active EE | $1,246 | $5,718-78.2% | $5,098-75.6% | $6,407-80.6% |
| Admin fee / account holder | $890 | $15,207-94.1% | $12,098-92.6% | $12,270-92.7% |