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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 | $22,014 | $147,556-85.1% | $129,031-82.9% | $198,609-88.9% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | 9.17% | 37.41%-28.2pp | 34.67%-25.5pp | 202.70%-193.5pp |
| Employer contribution / active EE | $824 | $3,645-77.4% | $3,226-74.5% | $5,055-83.7% |
| Participant deferral / active EE | $824 | $5,760-85.7% | $5,217-84.2% | $6,977-88.2% |
| Admin fee / account holder | $927 | $15,467-94.0% | $13,208-93.0% | $19,030-95.1% |