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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 | $20,653 | $129,737-84.1% | $119,126-82.7% | $154,746-86.7% |
| Participation rate | 60.9% | 78.9%-18.0pp | 75.8%-14.9pp | 80.7%-19.8pp |
| Annual return | 19.93% | 379.08%-359.2pp | 282.11%-262.2pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,021 | $4,375-76.7% | $4,034-74.7% | $4,379-76.7% |
| Participant deferral / active EE | $1,598 | $5,842-72.6% | $5,318-69.9% | $6,730-76.3% |
| Admin fee / account holder | $1,828 | $11,961-84.7% | $10,693-82.9% | $14,365-87.3% |