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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 | $34,228 | $86,288-60.3% | $111,306-69.2% | $85,851-60.1% |
| Participation rate | 30.2% | 73.3%-43.1pp | 77.3%-47.1pp | 69.3%-39.1pp |
| Annual return | 11.79% | 19.99%-8.2pp | 54.67%-42.9pp | 318.63%-306.8pp |
| Employer contribution / active EE | $709 | $2,044-65.3% | $2,732-74.1% | $2,565-72.4% |
| Participant deferral / active EE | $1,265 | $3,641-65.3% | $4,488-71.8% | $3,952-68.0% |
| Admin fee / account holder | $9,228 | $8,189+12.7% | $7,966+15.8% | $6,261+47.4% |