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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 | $33,178 | $185,905-82.2% | $170,057-80.5% | $139,487-76.2% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 13.44% | 60.56%-47.1pp | 53.42%-40.0pp | 373.84%-360.4pp |
| Employer contribution / active EE | $1,851 | $7,597-75.6% | $6,790-72.7% | $4,755-61.1% |
| Participant deferral / active EE | $2,187 | $11,627-81.2% | $10,411-79.0% | $6,713-67.4% |
| Admin fee / account holder | $2,853 | $15,397-81.5% | $12,826-77.8% | $11,407-75.0% |