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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 | $34,709 | $148,629-76.6% | $135,982-74.5% | $139,487-75.1% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.3pp | 80.3%-38.7pp |
| Annual return | 14.66% | 79.33%-64.7pp | 68.32%-53.7pp | 373.84%-359.2pp |
| Employer contribution / active EE | $1,020 | $5,247-80.6% | $4,859-79.0% | $4,755-78.5% |
| Participant deferral / active EE | $1,220 | $8,102-84.9% | $7,760-84.3% | $6,713-81.8% |
| Admin fee / account holder | $3,668 | $12,406-70.4% | $10,767-65.9% | $11,407-67.8% |