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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 | $18,234 | $97,289-81.3% | $92,805-80.4% | $155,188-88.3% |
| Participation rate | 60.0% | 84.2%-24.2pp | 83.5%-23.5pp | 80.8%-20.8pp |
| Annual return | 18.78% | 29.03%-10.2pp | 31.59%-12.8pp | 148.84%-130.1pp |
| Employer contribution / active EE | $2,110 | $3,632-41.9% | $3,424-38.4% | $4,248-50.3% |
| Participant deferral / active EE | $2,557 | $8,795-70.9% | $8,448-69.7% | $6,531-60.8% |
| Admin fee / account holder | $6,430 | $12,015-46.5% | $10,911-41.1% | $14,480-55.6% |