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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 | $23,583 | $165,381-85.7% | $149,730-84.2% | $158,966-85.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 16.03% | 348.29%-332.3pp | 276.70%-260.7pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,267 | $5,104-75.2% | $4,645-72.7% | $4,762-73.4% |
| Participant deferral / active EE | $1,726 | $7,182-76.0% | $6,843-74.8% | $5,983-71.2% |
| Admin fee / account holder | $1,731 | $10,809-84.0% | $9,310-81.4% | $11,250-84.6% |