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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 | $24,714 | $157,829-84.3% | $136,867-81.9% | $198,609-87.6% |
| Participation rate | 44.4% | 77.2%-32.7pp | 74.5%-30.1pp | 82.4%-37.9pp |
| Annual return | 14.35% | 51.25%-36.9pp | 42.97%-28.6pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,065 | $3,923-72.9% | $3,547-70.0% | $5,055-78.9% |
| Participant deferral / active EE | $1,758 | $5,463-67.8% | $4,924-64.3% | $6,977-74.8% |
| Admin fee / account holder | $2,193 | $11,107-80.3% | $10,340-78.8% | $19,030-88.5% |