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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 | $22,788 | $154,228-85.2% | $145,433-84.3% | $137,256-83.4% |
| Participation rate | 47.6% | 83.8%-36.2pp | 82.1%-34.5pp | 80.0%-32.3pp |
| Annual return | 16.36% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,077 | $4,804-77.6% | $4,554-76.4% | $4,156-74.1% |
| Participant deferral / active EE | $1,945 | $8,216-76.3% | $7,897-75.4% | $6,407-69.6% |
| Admin fee / account holder | $1,302 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |