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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 | $29,973 | $165,381-81.9% | $149,730-80.0% | $158,966-81.1% |
| Participation rate | 65.2% | 84.6%-19.4pp | 82.5%-17.3pp | 82.0%-16.7pp |
| Annual return | 18.38% | 348.29%-329.9pp | 276.70%-258.3pp | 302.95%-284.6pp |
| Employer contribution / active EE | $1,604 | $5,104-68.6% | $4,645-65.5% | $4,762-66.3% |
| Participant deferral / active EE | $2,094 | $7,182-70.8% | $6,843-69.4% | $5,983-65.0% |
| Admin fee / account holder | $472 | $10,809-95.6% | $9,310-94.9% | $11,250-95.8% |