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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 | $20,347 | $175,259-88.4% | $149,723-86.4% | $139,487-85.4% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.6pp | 80.3%-15.1pp |
| Annual return | 14.60% | 166.82%-152.2pp | 134.50%-119.9pp | 373.84%-359.2pp |
| Employer contribution / active EE | $1,187 | $5,478-78.3% | $4,821-75.4% | $4,755-75.0% |
| Participant deferral / active EE | $1,087 | $6,522-83.3% | $5,682-80.9% | $6,713-83.8% |
| Admin fee / account holder | $5,115 | $16,158-68.3% | $13,215-61.3% | $11,407-55.2% |