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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 | $69,288 | $162,136-57.3% | $152,301-54.5% | $154,746-55.2% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 15.07% | 91.02%-76.0pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,664 | $4,890-66.0% | $4,624-64.0% | $4,379-62.0% |
| Participant deferral / active EE | $2,309 | $8,341-72.3% | $8,004-71.1% | $6,730-65.7% |
| Admin fee / account holder | $341 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |