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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 | $28,645 | $154,228-81.4% | $145,433-80.3% | $137,256-79.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.68% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,712 | $4,804+18.9% | $4,554+25.4% | $4,156+37.4% |
| Participant deferral / active EE | $113 | $8,216-98.6% | $7,897-98.6% | $6,407-98.2% |
| Admin fee / account holder | $1,546 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |