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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 | $69,835 | $154,228-54.7% | $145,433-52.0% | $137,256-49.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 17.02% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,000 | $4,804-79.2% | $4,554-78.0% | $4,156-75.9% |
| Participant deferral / active EE | $500 | $8,216-93.9% | $7,897-93.7% | $6,407-92.2% |
| Admin fee / account holder | $888 | $14,344-93.8% | $13,129-93.2% | $12,270-92.8% |