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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 | $20,363 | $106,588-80.9% | $94,215-78.4% | $155,188-86.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 17.23% | 29.39%-12.2pp | 28.22%-11.0pp | 148.84%-131.6pp |
| Employer contribution / active EE | $679 | $3,080-78.0% | $2,675-74.6% | $4,248-84.0% |
| Participant deferral / active EE | $972 | $4,802-79.8% | $4,276-77.3% | $6,531-85.1% |
| Admin fee / account holder | $4,482 | $12,281-63.5% | $10,216-56.1% | $14,480-69.0% |