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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 | $25,081 | $148,582-83.1% | $135,942-81.6% | $139,456-82.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.02% | 79.26%-61.2pp | 68.28%-50.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $1,354 | $5,245-74.2% | $4,858-72.1% | $4,753-71.5% |
| Participant deferral / active EE | $1,668 | $8,101-79.4% | $7,759-78.5% | $6,711-75.1% |
| Admin fee / account holder | $935 | $12,402-92.5% | $10,764-91.3% | $11,407-91.8% |