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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 | $124,980-83.1% | $108,359-80.5% | $154,746-86.3% |
| Participation rate | 35.7% | 75.2%-39.5pp | 70.1%-34.4pp | 80.7%-45.0pp |
| Annual return | 18.95% | 45.00%-26.1pp | 36.89%-17.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $527 | $2,851-81.5% | $2,399-78.0% | $4,379-88.0% |
| Participant deferral / active EE | $527 | $4,743-88.9% | $4,137-87.3% | $6,730-92.2% |
| Admin fee / account holder | $525 | $11,502-95.4% | $9,741-94.6% | $14,365-96.3% |