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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 | $19,938 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 20.90% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $983 | $4,804-79.5% | $4,554-78.4% | $4,156-76.4% |
| Participant deferral / active EE | $1,504 | $8,216-81.7% | $7,897-81.0% | $6,407-76.5% |
| Admin fee / account holder | $672 | $14,344-95.3% | $13,129-94.9% | $12,270-94.5% |