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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 | $41,018 | $111,814-63.3% | $103,378-60.3% | $145,978-71.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.90% | 24.80%-11.9pp | 24.91%-12.0pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,136 | $4,215-73.0% | $3,870-70.6% | $4,662-75.6% |
| Participant deferral / active EE | $1,101 | $5,618-80.4% | $5,058-78.2% | $6,690-83.5% |
| Admin fee / account holder | $1,454 | $9,764-85.1% | $8,401-82.7% | $13,400-89.2% |