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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 | $23,163 | $154,228-85.0% | $145,433-84.1% | $137,256-83.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.73% | 74.59%-57.9pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $964 | $4,804-79.9% | $4,554-78.8% | $4,156-76.8% |
| Participant deferral / active EE | $1,376 | $8,216-83.3% | $7,897-82.6% | $6,407-78.5% |
| Admin fee / account holder | $2,247 | $14,344-84.3% | $13,129-82.9% | $12,270-81.7% |