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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 | $97,289-81.3% | $92,805-80.4% | $155,188-88.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 26.19% | 29.03%-2.8pp | 31.59%-5.4pp | 148.84%-122.6pp |
| Employer contribution / active EE | $1,950 | $3,632-46.3% | $3,424-43.1% | $4,248-54.1% |
| Participant deferral / active EE | $2,189 | $8,795-75.1% | $8,448-74.1% | $6,531-66.5% |
| Admin fee / account holder | $1,578 | $12,015-86.9% | $10,911-85.5% | $14,480-89.1% |