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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 | $32,780 | $124,980-73.8% | $108,359-69.7% | $154,746-78.8% |
| Participation rate | 38.5% | 75.2%-36.7pp | 70.1%-31.7pp | 80.7%-42.2pp |
| Annual return | 19.78% | 45.00%-25.2pp | 36.89%-17.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $879 | $2,851-69.2% | $2,399-63.4% | $4,379-79.9% |
| Participant deferral / active EE | $1,227 | $4,743-74.1% | $4,137-70.3% | $6,730-81.8% |
| Admin fee / account holder | $508 | $11,502-95.6% | $9,741-94.8% | $14,365-96.5% |