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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 | $34,790 | $154,228-77.4% | $145,433-76.1% | $137,256-74.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 59.95% | 74.59%-14.6pp | 66.58%-6.6pp | 220.34%-160.4pp |
| Employer contribution / active EE | $1,995 | $4,804-58.5% | $4,554-56.2% | $4,156-52.0% |
| Participant deferral / active EE | $2,030 | $8,216-75.3% | $7,897-74.3% | $6,407-68.3% |
| Admin fee / account holder | $356 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |