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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 | $34,666 | $160,070-78.3% | $147,117-76.4% | $145,897-76.2% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 13.47% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,084 | $5,285-79.5% | $4,932-78.0% | $4,663-76.7% |
| Participant deferral / active EE | $1,710 | $8,419-79.7% | $8,065-78.8% | $6,689-74.4% |
| Admin fee / account holder | $17,839 | $15,035+18.6% | $12,993+37.3% | $13,390+33.2% |