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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 | $15,111 | $111,535-86.5% | $105,223-85.6% | $137,256-89.0% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 17.47% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $843 | $3,939-78.6% | $3,689-77.2% | $4,156-79.7% |
| Participant deferral / active EE | $1,294 | $5,500-76.5% | $5,072-74.5% | $6,407-79.8% |
| Admin fee / account holder | $1,323 | $9,721-86.4% | $8,859-85.1% | $12,270-89.2% |