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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 | $25,651 | $181,062-85.8% | $158,223-83.8% | $155,188-83.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 9.28% | 57.39%-48.1pp | 52.09%-42.8pp | 148.84%-139.6pp |
| Employer contribution / active EE | $1,280 | $4,565-72.0% | $4,109-68.8% | $4,248-69.9% |
| Participant deferral / active EE | $1,436 | $6,134-76.6% | $5,467-73.7% | $6,531-78.0% |
| Admin fee / account holder | $12,790 | $18,825-32.1% | $16,047-20.3% | $14,480-11.7% |