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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 | $24,735 | $100,970-75.5% | $96,576-74.4% | $137,256-82.0% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 14.55% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $568 | $3,809-85.1% | $3,553-84.0% | $4,156-86.3% |
| Participant deferral / active EE | $870 | $8,286-89.5% | $7,956-89.1% | $6,407-86.4% |
| Admin fee / account holder | $1,864 | $11,312-83.5% | $11,381-83.6% | $12,270-84.8% |