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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 | $24,250 | $161,352-85.0% | $134,172-81.9% | $137,256-82.3% |
| Participation rate | 53.8% | 78.3%-24.4pp | 72.5%-18.6pp | 80.0%-26.1pp |
| Annual return | 16.67% | 28.72%-12.0pp | 25.30%-8.6pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,058 | $4,099-74.2% | $3,420-69.1% | $4,156-74.6% |
| Participant deferral / active EE | $1,239 | $5,552-77.7% | $4,690-73.6% | $6,407-80.7% |
| Admin fee / account holder | $598 | $15,028-96.0% | $12,016-95.0% | $12,270-95.1% |