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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 | $26,019 | $154,228-83.1% | $145,433-82.1% | $137,256-81.0% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 199.49% | 74.59%+124.9pp | 66.58%+132.9pp | 220.34%-20.9pp |
| Employer contribution / active EE | $1,411 | $4,804-70.6% | $4,554-69.0% | $4,156-66.1% |
| Participant deferral / active EE | $2,184 | $8,216-73.4% | $7,897-72.3% | $6,407-65.9% |
| Admin fee / account holder | $2,277 | $14,344-84.1% | $13,129-82.7% | $12,270-81.4% |