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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 | $20,685 | $110,286-81.2% | $96,569-78.6% | $139,427-85.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 22.65% | 26.39%-3.7pp | 25.87%-3.2pp | 373.27%-350.6pp |
| Employer contribution / active EE | $936 | $3,619-74.1% | $2,965-68.4% | $4,752-80.3% |
| Participant deferral / active EE | $1,470 | $5,546-73.5% | $4,851-69.7% | $6,711-78.1% |
| Admin fee / account holder | $1,232 | $11,592-89.4% | $8,251-85.1% | $11,404-89.2% |