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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 | $22,014 | $155,555-85.8% | $146,866-85.0% | $155,188-85.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 16.54% | 115.41%-98.9pp | 102.85%-86.3pp | 148.84%-132.3pp |
| Employer contribution / active EE | $873 | $4,647-81.2% | $4,425-80.3% | $4,248-79.4% |
| Participant deferral / active EE | $1,821 | $8,044-77.4% | $7,759-76.5% | $6,531-72.1% |
| Admin fee / account holder | $1,087 | $14,755-92.6% | $13,620-92.0% | $14,480-92.5% |