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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 | $17,654 | $154,228-88.6% | $145,433-87.9% | $137,256-87.1% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 17.08% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,755 | $4,804-63.5% | $4,554-61.5% | $4,156-57.8% |
| Participant deferral / active EE | $2,052 | $8,216-75.0% | $7,897-74.0% | $6,407-68.0% |
| Admin fee / account holder | $3,471 | $14,344-75.8% | $13,129-73.6% | $12,270-71.7% |