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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 | $40,759 | $129,737-68.6% | $119,126-65.8% | $154,746-73.7% |
| Participation rate | 29.2% | 78.9%-49.7pp | 75.8%-46.6pp | 80.7%-51.5pp |
| Annual return | 12.06% | 379.08%-367.0pp | 282.11%-270.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $990 | $4,375-77.4% | $4,034-75.4% | $4,379-77.4% |
| Participant deferral / active EE | $1,725 | $5,842-70.5% | $5,318-67.6% | $6,730-74.4% |
| Admin fee / account holder | $3,771 | $11,961-68.5% | $10,693-64.7% | $14,365-73.8% |