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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 | $19,535 | $114,119-82.9% | $107,187-81.8% | $138,895-85.9% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 79.9%-49.1pp |
| Annual return | 16.69% | 273.21%-256.5pp | 204.55%-187.9pp | 145.39%-128.7pp |
| Employer contribution / active EE | $900 | $4,059-77.8% | $3,782-76.2% | $4,194-78.6% |
| Participant deferral / active EE | $1,054 | $5,538-81.0% | $5,096-79.3% | $6,396-83.5% |
| Admin fee / account holder | $1,561 | $10,024-84.4% | $9,162-83.0% | $12,562-87.6% |