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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 | $33,761 | $175,259-80.7% | $149,723-77.5% | $139,487-75.8% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 23.03% | 166.82%-143.8pp | 134.50%-111.5pp | 373.84%-350.8pp |
| Employer contribution / active EE | $1,894 | $5,478-65.4% | $4,821-60.7% | $4,755-60.2% |
| Participant deferral / active EE | $1,803 | $6,522-72.3% | $5,682-68.3% | $6,713-73.1% |
| Admin fee / account holder | $594 | $16,158-96.3% | $13,215-95.5% | $11,407-94.8% |