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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 | $30,158 | $102,609-70.6% | $98,090-69.3% | $138,895-78.3% |
| Participation rate | 42.9% | 82.8%-39.9pp | 81.5%-38.7pp | 79.9%-37.1pp |
| Annual return | 14.08% | 36.44%-22.4pp | 37.05%-23.0pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,388 | $3,867-64.1% | $3,606-61.5% | $4,194-66.9% |
| Participant deferral / active EE | $994 | $8,167-87.8% | $7,845-87.3% | $6,396-84.5% |
| Admin fee / account holder | $306 | $11,434-97.3% | $11,815-97.4% | $12,562-97.6% |