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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 | $17,435 | $155,555-88.8% | $146,866-88.1% | $155,188-88.8% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 12.32% | 115.41%-103.1pp | 102.85%-90.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $779 | $4,647-83.2% | $4,425-82.4% | $4,248-81.7% |
| Participant deferral / active EE | $2,174 | $8,044-73.0% | $7,759-72.0% | $6,531-66.7% |
| Admin fee / account holder | $1,148 | $14,755-92.2% | $13,620-91.6% | $14,480-92.1% |