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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 | $13,657 | $174,379-92.2% | $152,093-91.0% | $138,895-90.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 19.22% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $919 | $4,652-80.2% | $4,175-78.0% | $4,194-78.1% |
| Participant deferral / active EE | $1,082 | $6,159-82.4% | $5,451-80.2% | $6,396-83.1% |
| Admin fee / account holder | $22,280 | $16,880+32.0% | $14,497+53.7% | $12,562+77.4% |