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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 | $18,322 | $154,228-88.1% | $145,433-87.4% | $137,256-86.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.78% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,837 | $4,804-61.8% | $4,554-59.7% | $4,156-55.8% |
| Participant deferral / active EE | $1,163 | $8,216-85.9% | $7,897-85.3% | $6,407-81.9% |
| Admin fee / account holder | $970 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |