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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 | $21,177 | $112,729-81.2% | $98,716-78.5% | $137,256-84.6% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.3%-33.6pp | 80.0%-44.2pp |
| Annual return | 18.95% | 38.48%-19.5pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $527 | $2,725-80.7% | $2,279-76.9% | $4,156-87.3% |
| Participant deferral / active EE | $527 | $4,640-88.6% | $4,048-87.0% | $6,407-91.8% |
| Admin fee / account holder | $525 | $10,129-94.8% | $8,703-94.0% | $12,270-95.7% |