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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 | $24,006 | $155,555-84.6% | $146,866-83.7% | $155,188-84.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 21.38% | 115.41%-94.0pp | 102.85%-81.5pp | 148.84%-127.5pp |
| Employer contribution / active EE | $1,049 | $4,647-77.4% | $4,425-76.3% | $4,248-75.3% |
| Participant deferral / active EE | $1,818 | $8,044-77.4% | $7,759-76.6% | $6,531-72.2% |
| Admin fee / account holder | $766 | $14,755-94.8% | $13,620-94.4% | $14,480-94.7% |