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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 | $24,128 | $155,555-84.5% | $146,866-83.6% | $155,188-84.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 20.25% | 115.41%-95.2pp | 102.85%-82.6pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,789 | $4,647-61.5% | $4,425-59.6% | $4,248-57.9% |
| Participant deferral / active EE | $2,236 | $8,044-72.2% | $7,759-71.2% | $6,531-65.8% |
| Admin fee / account holder | $1,404 | $14,755-90.5% | $13,620-89.7% | $14,480-90.3% |