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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 | $41,841 | $106,588-60.7% | $94,215-55.6% | $155,188-73.0% |
| Participation rate | 33.3% | 74.3%-40.9pp | 70.0%-36.6pp | 80.8%-47.5pp |
| Annual return | 17.86% | 29.39%-11.5pp | 28.22%-10.4pp | 148.84%-131.0pp |
| Employer contribution / active EE | $527 | $3,080-82.9% | $2,675-80.3% | $4,248-87.6% |
| Participant deferral / active EE | $532 | $4,802-88.9% | $4,276-87.6% | $6,531-91.9% |
| Admin fee / account holder | $491 | $12,281-96.0% | $10,216-95.2% | $14,480-96.6% |