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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 | $11,915 | $174,379-93.2% | $152,093-92.2% | $138,895-91.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.71% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,021 | $4,652-78.1% | $4,175-75.6% | $4,194-75.7% |
| Participant deferral / active EE | $1,161 | $6,159-81.1% | $5,451-78.7% | $6,396-81.8% |
| Admin fee / account holder | $1,633 | $16,880-90.3% | $14,497-88.7% | $12,562-87.0% |