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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 | $19,810 | $165,584-88.0% | $142,942-86.1% | $137,256-85.6% |
| Participation rate | 63.6% | 80.1%-16.4pp | 76.8%-13.2pp | 80.0%-16.3pp |
| Annual return | 29.20% | 164.22%-135.0pp | 113.70%-84.5pp | 220.34%-191.1pp |
| Employer contribution / active EE | $918 | $4,725-80.6% | $4,139-77.8% | $4,156-77.9% |
| Participant deferral / active EE | $1,750 | $8,194-78.6% | $7,128-75.4% | $6,407-72.7% |
| Admin fee / account holder | $2,563 | $16,167-84.1% | $12,475-79.5% | $12,270-79.1% |