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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 | $17,719 | $172,111-89.7% | $150,298-88.2% | $137,256-87.1% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 16.18% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $892 | $4,636-80.8% | $4,154-78.5% | $4,156-78.5% |
| Participant deferral / active EE | $1,010 | $6,166-83.6% | $5,453-81.5% | $6,407-84.2% |
| Admin fee / account holder | $2,489 | $16,471-84.9% | $14,116-82.4% | $12,270-79.7% |