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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 | $29,596 | $174,379-83.0% | $152,093-80.5% | $138,895-78.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.11% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,789 | $4,652-61.5% | $4,175-57.1% | $4,194-57.3% |
| Participant deferral / active EE | $684 | $6,159-88.9% | $5,451-87.4% | $6,396-89.3% |
| Admin fee / account holder | $13,363 | $16,880-20.8% | $14,497-7.8% | $12,562+6.4% |