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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 | $18,469 | $112,729-83.6% | $98,716-81.3% | $137,256-86.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 15.36% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $844 | $2,725-69.0% | $2,279-63.0% | $4,156-79.7% |
| Participant deferral / active EE | $1,129 | $4,640-75.7% | $4,048-72.1% | $6,407-82.4% |
| Admin fee / account holder | $3,712 | $10,129-63.4% | $8,703-57.4% | $12,270-69.8% |