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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 | $56,350 | $172,111-67.3% | $150,298-62.5% | $137,256-58.9% |
| Participation rate | 18.8% | 81.7%-63.0pp | 77.8%-59.0pp | 80.0%-61.2pp |
| Annual return | 24.71% | 69.37%-44.7pp | 62.79%-38.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,390 | $4,636-70.0% | $4,154-66.5% | $4,156-66.6% |
| Participant deferral / active EE | $620 | $6,166-89.9% | $5,453-88.6% | $6,407-90.3% |
| Admin fee / account holder | $426 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |