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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 | $18,881 | $79,449-76.2% | $189,575-90.0% | $85,847-78.0% |
| Participation rate | 44.9% | 66.0%-21.1pp | 78.4%-33.6pp | 69.3%-24.4pp |
| Annual return | 13.04% | 18.45%-5.4pp | 64.19%-51.2pp | 318.61%-305.6pp |
| Employer contribution / active EE | $996 | $2,081-52.1% | $4,412-77.4% | $2,565-61.2% |
| Participant deferral / active EE | $1,335 | $4,051-67.0% | $6,174-78.4% | $3,952-66.2% |
| Admin fee / account holder | $810 | $5,377-84.9% | $9,806-91.7% | $6,261-87.1% |