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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 | $37,028 | $211,288-82.5% | $178,540-79.3% | $145,884-74.6% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.7pp |
| Annual return | 13.73% | 30.27%-16.5pp | 27.15%-13.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $740 | $4,574-83.8% | $3,953-81.3% | $4,662-84.1% |
| Participant deferral / active EE | $900 | $6,967-87.1% | $6,281-85.7% | $6,690-86.6% |
| Admin fee / account holder | $1,006 | $12,105-91.7% | $10,424-90.3% | $13,392-92.5% |