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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 | $23,745 | $111,535-78.7% | $105,223-77.4% | $137,256-82.7% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 18.62% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $804 | $3,939-79.6% | $3,689-78.2% | $4,156-80.7% |
| Participant deferral / active EE | $989 | $5,500-82.0% | $5,072-80.5% | $6,407-84.6% |
| Admin fee / account holder | $1,340 | $9,721-86.2% | $8,859-84.9% | $12,270-89.1% |