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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 | $24,821 | $162,136-84.7% | $152,301-83.7% | $154,746-84.0% |
| Participation rate | 57.9% | 84.1%-26.2pp | 82.4%-24.6pp | 80.7%-22.8pp |
| Annual return | 18.63% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,112 | $4,890-77.3% | $4,624-75.9% | $4,379-74.6% |
| Participant deferral / active EE | $1,781 | $8,341-78.6% | $8,004-77.7% | $6,730-73.5% |
| Admin fee / account holder | $4,594 | $15,759-70.9% | $14,398-68.1% | $14,365-68.0% |