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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 | $14,265 | $114,119-87.5% | $107,187-86.7% | $138,895-89.7% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 79.9%-33.8pp |
| Annual return | 18.53% | 273.21%-254.7pp | 204.55%-186.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $963 | $4,059-76.3% | $3,782-74.5% | $4,194-77.0% |
| Participant deferral / active EE | $1,483 | $5,538-73.2% | $5,096-70.9% | $6,396-76.8% |
| Admin fee / account holder | $353 | $10,024-96.5% | $9,162-96.1% | $12,562-97.2% |