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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 | $24,464 | $159,934-84.7% | $147,005-83.4% | $145,959-83.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 13.60% | 98.24%-84.6pp | 418.76%-405.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,051 | $5,287-80.1% | $4,934-78.7% | $4,661-77.4% |
| Participant deferral / active EE | $1,514 | $8,427-82.0% | $8,070-81.2% | $6,689-77.4% |
| Admin fee / account holder | $870 | $15,053-94.2% | $13,006-93.3% | $13,398-93.5% |