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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 | $19,576 | $115,917-83.1% | $100,535-80.5% | $158,982-87.7% |
| Participation rate | 56.3% | 81.6%-25.3pp | 79.4%-23.2pp | 82.0%-25.7pp |
| Annual return | 20.72% | 34.80%-14.1pp | 30.90%-10.2pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,438 | $4,105-65.0% | $3,419-57.9% | $4,763-69.8% |
| Participant deferral / active EE | $1,777 | $6,677-73.4% | $6,271-71.7% | $5,983-70.3% |
| Admin fee / account holder | $2,462 | $11,002-77.6% | $8,085-69.5% | $11,252-78.1% |