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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 | $23,091 | $154,228-85.0% | $145,433-84.1% | $137,256-83.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 14.71% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $924 | $4,804-80.8% | $4,554-79.7% | $4,156-77.8% |
| Participant deferral / active EE | $1,773 | $8,216-78.4% | $7,897-77.5% | $6,407-72.3% |
| Admin fee / account holder | $1,344 | $14,344-90.6% | $13,129-89.8% | $12,270-89.0% |