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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 | $19,831 | $154,228-87.1% | $145,433-86.4% | $137,256-85.6% |
| Participation rate | 30.8% | 83.8%-53.0pp | 82.1%-51.4pp | 80.0%-49.2pp |
| Annual return | 17.88% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $899 | $4,804-81.3% | $4,554-80.3% | $4,156-78.4% |
| Participant deferral / active EE | $1,393 | $8,216-83.0% | $7,897-82.4% | $6,407-78.3% |
| Admin fee / account holder | $7,257 | $14,344-49.4% | $13,129-44.7% | $12,270-40.9% |