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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 | $36,421 | $156,398-76.7% | $147,318-75.3% | $138,895-73.8% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.2pp | 79.9%-26.1pp |
| Annual return | 15.65% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $964 | $4,853-80.1% | $4,593-79.0% | $4,194-77.0% |
| Participant deferral / active EE | $2,133 | $8,237-74.1% | $7,906-73.0% | $6,396-66.7% |
| Admin fee / account holder | $694 | $14,976-95.4% | $13,708-94.9% | $12,562-94.5% |