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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 | $29,691 | $160,040-81.4% | $147,096-79.8% | $145,877-79.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.39% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,358 | $5,289-74.3% | $4,936-72.5% | $4,663-70.9% |
| Participant deferral / active EE | $1,831 | $8,429-78.3% | $8,071-77.3% | $6,691-72.6% |
| Admin fee / account holder | $454 | $15,050-97.0% | $13,005-96.5% | $13,402-96.6% |