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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 | $39,065 | $162,136-75.9% | $152,301-74.4% | $154,746-74.8% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 17.58% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,684 | $4,890-45.1% | $4,624-42.0% | $4,379-38.7% |
| Participant deferral / active EE | $1,822 | $8,341-78.2% | $8,004-77.2% | $6,730-72.9% |
| Admin fee / account holder | $1,051 | $15,759-93.3% | $14,398-92.7% | $14,365-92.7% |