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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 | $23,141 | $154,228-85.0% | $145,433-84.1% | $137,256-83.1% |
| Participation rate | 47.8% | 83.8%-36.0pp | 82.1%-34.3pp | 80.0%-32.1pp |
| Annual return | 24.21% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,464 | $4,804-69.5% | $4,554-67.8% | $4,156-64.8% |
| Participant deferral / active EE | $1,973 | $8,216-76.0% | $7,897-75.0% | $6,407-69.2% |
| Admin fee / account holder | $312 | $14,344-97.8% | $13,129-97.6% | $12,270-97.5% |