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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 | $18,710 | $172,111-89.1% | $150,298-87.6% | $137,256-86.4% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 16.35% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $840 | $4,636-81.9% | $4,154-79.8% | $4,156-79.8% |
| Participant deferral / active EE | $993 | $6,166-83.9% | $5,453-81.8% | $6,407-84.5% |
| Admin fee / account holder | $1,124 | $16,471-93.2% | $14,116-92.0% | $12,270-90.8% |