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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 | $24,514 | $111,535-78.0% | $105,223-76.7% | $137,256-82.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.79% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,137 | $3,939-71.1% | $3,689-69.2% | $4,156-72.6% |
| Participant deferral / active EE | $1,422 | $5,500-74.2% | $5,072-72.0% | $6,407-77.8% |
| Admin fee / account holder | $2,614 | $9,721-73.1% | $8,859-70.5% | $12,270-78.7% |