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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 | $27,706 | $155,555-82.2% | $146,866-81.1% | $155,188-82.1% |
| Participation rate | 36.8% | 84.0%-47.1pp | 82.5%-45.7pp | 80.8%-44.0pp |
| Annual return | 14.87% | 115.41%-100.5pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $860 | $4,647-81.5% | $4,425-80.6% | $4,248-79.8% |
| Participant deferral / active EE | $2,108 | $8,044-73.8% | $7,759-72.8% | $6,531-67.7% |
| Admin fee / account holder | $327 | $14,755-97.8% | $13,620-97.6% | $14,480-97.7% |