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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 | $17,040 | $105,160-83.8% | $94,679-82.0% | $139,456-87.8% |
| Participation rate | 18.2% | 82.4%-64.2pp | 80.8%-62.6pp | 80.3%-62.1pp |
| Annual return | 27.50% | 38.04%-10.5pp | 156.75%-129.3pp | 373.45%-345.9pp |
| Employer contribution / active EE | $1,219 | $4,107-70.3% | $3,673-66.8% | $4,753-74.4% |
| Participant deferral / active EE | $2,160 | $7,599-71.6% | $7,417-70.9% | $6,711-67.8% |
| Admin fee / account holder | $2,171 | $8,988-75.8% | $7,233-70.0% | $11,407-81.0% |