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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 | $21,559 | $114,119-81.1% | $107,187-79.9% | $138,895-84.5% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 23.02% | 273.21%-250.2pp | 204.55%-181.5pp | 145.39%-122.4pp |
| Employer contribution / active EE | $875 | $4,059-78.4% | $3,782-76.9% | $4,194-79.1% |
| Participant deferral / active EE | $956 | $5,538-82.7% | $5,096-81.2% | $6,396-85.1% |
| Admin fee / account holder | $3,141 | $10,024-68.7% | $9,162-65.7% | $12,562-75.0% |