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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 | $36,801 | $162,136-77.3% | $152,301-75.8% | $154,746-76.2% |
| Participation rate | 30.0% | 84.1%-54.1pp | 82.4%-52.4pp | 80.7%-50.7pp |
| Annual return | 16.21% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,253 | $4,890-74.4% | $4,624-72.9% | $4,379-71.4% |
| Participant deferral / active EE | $380 | $8,341-95.4% | $8,004-95.3% | $6,730-94.4% |
| Admin fee / account holder | $392 | $15,759-97.5% | $14,398-97.3% | $14,365-97.3% |