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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 | $16,220 | $154,228-89.5% | $145,433-88.8% | $137,256-88.2% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 21.25% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,091 | $4,804-77.3% | $4,554-76.0% | $4,156-73.7% |
| Participant deferral / active EE | $1,888 | $8,216-77.0% | $7,897-76.1% | $6,407-70.5% |
| Admin fee / account holder | $1,249 | $14,344-91.3% | $13,129-90.5% | $12,270-89.8% |