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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 | $23,982 | $175,259-86.3% | $149,723-84.0% | $139,487-82.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.97% | 166.82%-150.9pp | 134.50%-118.5pp | 373.84%-357.9pp |
| Employer contribution / active EE | $1,889 | $5,478-65.5% | $4,821-60.8% | $4,755-60.3% |
| Participant deferral / active EE | $1,291 | $6,522-80.2% | $5,682-77.3% | $6,713-80.8% |
| Admin fee / account holder | $1,540 | $16,158-90.5% | $13,215-88.3% | $11,407-86.5% |