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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 | $22,374 | $142,354-84.3% | $125,529-82.2% | $155,188-85.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 15.28% | 306.06%-290.8pp | 202.56%-187.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,129 | $3,501-67.7% | $3,058-63.1% | $4,248-73.4% |
| Participant deferral / active EE | $1,539 | $5,491-72.0% | $4,813-68.0% | $6,531-76.4% |
| Admin fee / account holder | $1,631 | $19,392-91.6% | $16,298-90.0% | $14,480-88.7% |