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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 | $25,460 | $185,312-86.3% | $161,489-84.2% | $154,746-83.5% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 10.58% | 103.84%-93.3pp | 89.72%-79.1pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,121 | $4,769-76.5% | $4,268-73.7% | $4,379-74.4% |
| Participant deferral / active EE | $1,511 | $6,350-76.2% | $5,630-73.2% | $6,730-77.6% |
| Admin fee / account holder | $7,684 | $18,654-58.8% | $16,006-52.0% | $14,365-46.5% |