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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 | $20,934 | $90,538-76.9% | $88,457-76.3% | $154,746-86.5% |
| Participation rate | 22.2% | 80.9%-58.7pp | 78.6%-56.4pp | 80.7%-58.5pp |
| Annual return | 17.16% | 37.97%-20.8pp | 32.69%-15.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,396 | $4,914-51.2% | $4,681-48.8% | $4,379-45.3% |
| Participant deferral / active EE | $999 | $6,073-83.6% | $5,667-82.4% | $6,730-85.2% |
| Admin fee / account holder | $1,659 | $10,337-83.9% | $9,606-82.7% | $14,365-88.4% |