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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 | $20,516 | $175,259-88.3% | $149,723-86.3% | $139,487-85.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.50% | 166.82%-150.3pp | 134.50%-118.0pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,153 | $5,478-78.9% | $4,821-76.1% | $4,755-75.7% |
| Participant deferral / active EE | $1,442 | $6,522-77.9% | $5,682-74.6% | $6,713-78.5% |
| Admin fee / account holder | $590 | $16,158-96.3% | $13,215-95.5% | $11,407-94.8% |