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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 | $21,261 | $108,882-80.5% | $96,754-78.0% | $154,746-86.3% |
| Participation rate | 38.1% | 75.1%-37.0pp | 70.3%-32.2pp | 80.7%-42.6pp |
| Annual return | 19.87% | 98.39%-78.5pp | 82.04%-62.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $529 | $3,018-82.5% | $2,679-80.3% | $4,379-87.9% |
| Participant deferral / active EE | $1,017 | $5,323-80.9% | $4,758-78.6% | $6,730-84.9% |
| Admin fee / account holder | $2,687 | $10,200-73.7% | $8,905-69.8% | $14,365-81.3% |