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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 | $17,214 | $59,839-71.2% | $81,991-79.0% | $79,852-78.4% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.3%0pp | 69.6%-0.4pp |
| Annual return | 25.76% | 17.56%+8.2pp | 41.31%-15.5pp | 31.72%-6.0pp |
| Employer contribution / active EE | $291 | $1,713-83.0% | $2,498-88.3% | $2,471-88.2% |
| Participant deferral / active EE | $842 | $2,695-68.8% | $3,722-77.4% | $3,740-77.5% |
| Admin fee / account holder | $784 | $4,287-81.7% | $5,665-86.2% | $5,306-85.2% |