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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 | $90,728-76.9% | $86,279-75.7% | $138,895-84.9% |
| Participation rate | 22.2% | 81.0%-58.8pp | 78.7%-56.5pp | 79.9%-57.7pp |
| Annual return | 17.16% | 34.83%-17.7pp | 30.40%-13.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,396 | $4,974-51.8% | $4,663-48.6% | $4,194-42.9% |
| Participant deferral / active EE | $999 | $6,125-83.7% | $5,658-82.4% | $6,396-84.4% |
| Admin fee / account holder | $1,659 | $11,808-85.9% | $10,485-84.2% | $12,562-86.8% |