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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 | $23,141 | $162,136-85.7% | $152,301-84.8% | $154,746-85.0% |
| Participation rate | 47.8% | 84.1%-36.3pp | 82.4%-34.6pp | 80.7%-32.9pp |
| Annual return | 24.21% | 91.02%-66.8pp | 80.50%-56.3pp | 172.34%-148.1pp |
| Employer contribution / active EE | $1,464 | $4,890-70.1% | $4,624-68.3% | $4,379-66.6% |
| Participant deferral / active EE | $1,973 | $8,341-76.3% | $8,004-75.3% | $6,730-70.7% |
| Admin fee / account holder | $312 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |