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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 | $31,176 | $199,109-84.3% | $173,730-82.1% | $154,746-79.9% |
| Participation rate | 52.2% | 82.8%-30.6pp | 79.6%-27.4pp | 80.7%-28.5pp |
| Annual return | 18.27% | 20.02%-1.8pp | 19.96%-1.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,319 | $5,311-75.2% | $4,577-71.2% | $4,379-69.9% |
| Participant deferral / active EE | $1,834 | $7,113-74.2% | $6,326-71.0% | $6,730-72.7% |
| Admin fee / account holder | $568 | $20,916-97.3% | $17,523-96.8% | $14,365-96.0% |