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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 | $154,228-76.4% | $145,433-75.0% | $137,256-73.5% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 15.65% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $964 | $4,804-79.9% | $4,554-78.8% | $4,156-76.8% |
| Participant deferral / active EE | $2,133 | $8,216-74.0% | $7,897-73.0% | $6,407-66.7% |
| Admin fee / account holder | $694 | $14,344-95.2% | $13,129-94.7% | $12,270-94.3% |