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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 | $17,347 | $148,582-88.3% | $135,942-87.2% | $139,456-87.6% |
| Participation rate | 54.2% | 83.9%-29.7pp | 81.9%-27.7pp | 80.3%-26.2pp |
| Annual return | 24.02% | 79.26%-55.2pp | 68.28%-44.3pp | 373.45%-349.4pp |
| Employer contribution / active EE | $1,133 | $5,245-78.4% | $4,858-76.7% | $4,753-76.2% |
| Participant deferral / active EE | $2,071 | $8,101-74.4% | $7,759-73.3% | $6,711-69.1% |
| Admin fee / account holder | $2,923 | $12,402-76.4% | $10,764-72.8% | $11,407-74.4% |