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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 | $15,322 | $154,228-90.1% | $145,433-89.5% | $137,256-88.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 16.30% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $944 | $4,804-80.3% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $1,848 | $8,216-77.5% | $7,897-76.6% | $6,407-71.2% |
| Admin fee / account holder | $954 | $14,344-93.3% | $13,129-92.7% | $12,270-92.2% |