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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 | $18,179 | $107,666-83.1% | $102,184-82.2% | $154,746-88.3% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 26.19% | 29.33%-3.1pp | 31.58%-5.4pp | 172.34%-146.1pp |
| Employer contribution / active EE | $1,950 | $3,846-49.3% | $3,594-45.7% | $4,379-55.5% |
| Participant deferral / active EE | $2,189 | $8,719-74.9% | $8,309-73.7% | $6,730-67.5% |
| Admin fee / account holder | $1,578 | $12,943-87.8% | $11,609-86.4% | $14,365-89.0% |